Finance service representative jobs in Lake Worth, FL - 1,672 jobs
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Automotive Customer Service Representative
Insight Global
Finance service representative job in Deerfield Beach, FL
Automotive Customer Payment Representative
Ongoing Contract
Hybrid Remote: Deerfield Beach, FL (2 Days On Site, 3 Days Remote)
Pay Rate: $18-21 Hourly Depending on Experience
Looking to HIRE RIGHT AWAY!!
Desired Skills/Experience.
2+ years of working in an Automotive Dealer as a Service Advisor, Cashier, or call center rep
Strong experience with Data Entry and ensuring accuracy of information
Strong communication skills with ability to work independently
Overall Responsibilities:
A company in Deerfield beach is looking for a remote automotive customer payment processor (previous service advisor) to look over automotive warranty contract and process payments for accuracy. Strong attention to details with ability to work on multi computer screens.
$18-21 hourly 1d ago
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Sales Rep
Big Box Distro
Finance service representative job in Fort Lauderdale, FL
Sales Representative, B2B Wholesale
Fort Lauderdale, FL, On site
Year 1 on target earnings $80k to $110k+
Big Box Distro is a growing B2B distributor servicing 1000+ retail locations nationwide. We operate in a fast paced counterculture market, connecting brands, retailers, and customers across the country.
We're adding salespeople to keep up with market demand. Structured training, data, and resources are provided to help new hires ramp quickly and build lasting success. High performers have opportunities for increased responsibility, leadership, and account expansion as the company grows.
This is a full time, in office sales role based in downtown Fort Lauderdale. It's ideal for early career professionals, typically with 0 to 5 years of experience. You'll learn how to sell B2B at a high level, build relationships with business owners nationwide, and grow and manage your own book of business.
What You'll Learn and Do
• Prospect and close new retail accounts nationwide via phone and email
• Speak confidently about product, pricing, and margin across a 200+ SKU catalog
• Manage a full sales cycle from initial contact to reorders
• Build relationships that drive repeat business and recurring revenue
• Grow accounts month over month through reorders and account expansion
• Represent the company at trade shows and industry events
Who This Is For
• 0 to 5 years of professional experience
• Strong communicator who learns quickly and adapts
• Coachable, competitive, and motivated by growth
• Energized by commission based earnings and clear, measurable results
• Backgrounds in athletics, hospitality, student leadership, or customer facing roles translate well
• Prior sales experience is helpful, not required
Compensation and Growth
• Uncapped commission only role with direct ownership of accounts and income
• Year 1 on target earnings of $80-$110K+
• Training, leads, sales tools, and data provided
• Clear path to growing a personal book of business that compounds over time
• Exposure to a fast growing national market
• Potential sign on bonus
Office Life
• Modern Las Olas office
• Breakfast provided daily
• Fully stocked kitchen and drinks
• Personal desk, phone booths, and collaborative sales floor
Hours
Monday through Friday, 10am to 6pm EST
If you're early in your career and excited to build sales skills, relationships, and real earning potential, apply and let's start the conversation!
$80k-110k yearly 1d ago
Roofing Sales Representative
Ron Bell Roofing LLC
Finance service representative job in West Palm Beach, FL
Sales Representative - Ron Bell Roofing
About Ron Bell Roofing
For over 40 years, Ron Bell Roofing has been one of Palm Beach County's most trusted residential roofing companies - known for craftsmanship, integrity, and exceptional service. Our business continues to grow through referrals and our reputation for doing the job right the first time.
As we expand, we're looking for Sales Representatives who are motivated, customer-focused, and eager to build a career in a respected local company. You'll represent a brand homeowners trust - backed by a professional installation team and decades of experience.
Position Summary
As a Sales Representative, you'll meet with homeowners to assess roofing needs, educate them on options, and guide them through the process from inspection to contract. You'll be supported by a strong marketing and operations team - your focus is to build relationships, close deals, and deliver a best-in-class customer experience.
This role is ideal for someone who thrives on independence, professionalism, and performance-based income.
Key Responsibilities
Conduct roof inspections and present repair or replacement options.
Follow up promptly with leads from digital marketing, referrals, and canvassing.
Build trust and rapport with homeowners through clear communication and professionalism.
Prepare and deliver accurate estimates and proposals.
Present financing and warranty options in line with company standards.
Manage your sales pipeline using the company CRM (lead tracking, estimates, follow-ups, conversions).
Collaborate with production and permitting teams to ensure smooth handoff of sold projects.
Achieve and exceed monthly sales and customer satisfaction goals.
Qualifications
Minimum 3 years of experience in roofing, construction, or home improvement sales (preferred).
Strong presentation and communication skills with homeowners.
Self-motivated and goal-oriented with strong follow-up habits.
Basic understanding of roofing systems and materials (training provided).
Comfortable working with technology and CRMs (AccuLynx, HubSpot, or similar).
Valid Florida driver's license and reliable vehicle.
Compensation
$70,000-$200,000+
Draw against commission- adding potential to earn significantly more through commission.
$33k-62k yearly est. 3d ago
Florida Sales Representative
Gozney
Finance service representative job in Fort Lauderdale, FL
ABOUT US
At Gozney, we're on a mission to change the way the world cooks outdoors. Since 2010, Gozney has made cooking with fire easy by pioneering next-level pizza ovens. Harnessing knowledge from our origins in commercial ovens, Gozney's multi-award-winning outdoor pizza ovens are beautiful, high-performing, durable tools designed for chefs and made intuitive for beginners, so anyone can make, create, cook, connect, discover, and grow. We are creators of new experiences, and we're seeking motivated individuals excited to join our expanding team and embark on an incredible journey. We are passionate, innovative, bold, and relentless. All while having a ton of fun. Whether you're excited about pizza, outstanding products, food culture, lifestyle, the outdoors, or thrill-seeking - or if you're simply looking for a company that values you- apply today.
SUMMARY
Are you a dynamic individual who thrives on disruption? Do you have a passion for the outdoors and love the art of cooking? Gozney is on the lookout for a Sales Representative, responsible for generating sales leads and acquiring new customers through face-to-face interactions, product demonstration and customer service. We are looking for strong sales experience and the ability to embody the essence of our brand in Southeast region. As the face of the brand, you will play a crucial role in expanding our distribution base and boosting sell-through with retail accounts.
A successful sales representative is more than just a salesperson; they are relationship builders. In this role, you will forge meaningful connections with key retailers. Your responsibilities will include launching new products, conducting product knowledge clinics, and organizing events for shop employees and consumers to immerse themselves in the cooking experience on a Gozney. Additionally, you will drive the execution of our brand strategy within your market. This full-time position and candidates must be based in Florida - ideally near Fort Lauderdale. The ideal candidate should be able to travel as needed, adjusting to the demands of the season. If you are ready to make an impact and represent a brand that embraces innovation and quality, we invite you to join our team at Gozney.
KEY RESPONSIBILITIES
Sell-though: Boost sell-though with retail accounts, creating strong connections face to face and introducing customers to Gozney products though demos and other experiential sales tactics.
Prospecting: Identify and pursue new retail accounts strategically, ensuring alignment with Gozney's growth objectives.
Building: Foster and maintain strong, enduring relationships with Gozney dealers and their staff, serving as a dependable point of contact for collaboration.
Education: Enlighten retail partners about new product introductions and instill a deep understanding of the unique attributes that define the Gozney brand.
Expertise: Conduct compelling product demonstrations and product knowledge clinics to showcase the quality and functionality of Gozney products.
Delivery: Deliver and assemble point-of-purchase (POP) materials and sales collateral to enhance the retail environment and drive product visibility.
Support: Actively support marketing initiatives and contribute to the success of events activations, ensuring alignment with overall brand strategy.
Show Participation: Attend and actively engage in key regional trade shows, as well as national trade shows as required, to represent and promote the Gozney brand effectively.
Planning: Develop a comprehensive yearly business plan that aligns with company objectives, demonstrating a strategic approach to achieving growth targets.
WHAT WE ARE LOOKING FOR
Experience: Demonstrated sales experience, understanding customer needs a proven ability to manage key accounts and drive revenue growth (consumer product experience is ideal)
Problem-Solving: Self-starter capable of independently addressing challenges, executing defined strategies with a results-oriented approach
Communication: Strong communication skills to engage with diverse stakeholders with clarity and impact
Building: Skill in managing relationships with the dealer base, Gozney sales team, and Gozney HQ for collaborative success
Follow-Up: Consistent excellence in responding promptly to emails, calls, and other communication channels
Leadership: Outgoing and engaging leadership style, leaving a positive mark in interactions
Travel: Flexible with travel, both by car and airplane, to attend various locations with a frequency that is determined by the seasons and business demands.
Proficiency: Competence in utilizing Office 365, Slack, and other business applications for enhanced productivity.
A BIT ABOUT WHAT WE OFFER
Competitive salary, bonus scheme, 401K match program, medical/dental/vision, and pizza!
Company Vehicle
Paid parental leave
Flexible/Unlimited PTO policy
Fun hybrid work environment
Free Roccbox and Friends and Family discount on Gozney products
Diversity and Inclusion Commitment:
Gozney is an equal opportunity employer that values diversity and inclusion. We embrace individuals of varied nationalities, backgrounds, experiences, abilities, and perspectives. Our ongoing commitment is to foster an inclusive and supportive workplace, enabling you to excel in your career.
$33k-62k yearly est. 1d ago
Customer Service Representative
Fit 4.2
Finance service representative job in Fort Lauderdale, FL
Job DescriptionSalary:
The Customer ServiceRepresentative works to assist the FIT commercial team with the coordination of supplying information and resolving customer issues for our Marine Terminal Operation. Ensure to continuously strive to improve the service to all customers, including but not limited to Steam Ship Lines, Freight Forwarders, Trucking Companies, Brokers, State and Federal Government Agencies, Port Authorities, etc.
The ideal candidate is customer-focused, detail-oriented, and comfortable working in a fast-paced logistics and maritime environment while navigating multiple systems and priorities.
Key Responsibilities
Customer Service & Communication
Serve as a primary point of contact for customers via incoming and outgoing phone calls and written correspondence.
Identify, assess, and respond to customer needs to achieve high levels of satisfaction.
Provide accurate, valid, and complete information using appropriate systems and tools.
Manage customer requests related to authorization of services, rescheduling, and cancellations.
Maintain strong working relationships with Steamship Lines and other external partners.
Operations & Coordination
Communicate directly with internal Operations, Finance, and Administrative teams to support timely issue resolution and process improvement.
Review and follow up on services performed to ensure customer requirements are met.
Manage and understand U.S. Customs and Border Protection (CBP) holds and related processes.
Support communications that have cross-functional or transversal impacts across departments.
Documentation & Systems
Maintain accurate records of customer interactions, service requests, and account activity.
Perform data entry and research within terminal operating systems and CRM platforms.
Oversee the preparation and distribution of written business communications in a timely and reliable manner.
Administrative & Project Support
Provide administrative support to the Commercial Team as needed.
Assist with special projects and assigned tasks to support departmental objectives.
Meet individual and team customer service performance goals, including call-handling metrics.
Requirements
High School Diploma or equivalent required
Associate or Bachelors degree in Business, Logistics, Supply Chain, or a related field preferred
Minimum ofthree (3) yearsof experience in a related customer service or administrative role
Experience insupply chain, logistics, maritime, or transportationenvironments preferred
Proficiency in Microsoft Word, Excel, Outlook, and Teams
Experience navigating multiple computer systems simultaneously
Familiarity with CRM systems preferred
Knowledge of terminal operating systems (e.g., NAVIS, TIDEWORKS, CATOS, OPUS, AUTOSTORE) a plus
Soft Skills
Excellent verbal, written, and interpersonal communication skills
Strong organizational and time management abilities
Ability to work independently and collaboratively in a team environment
Goal-oriented mindset with a strong commitment to customer service
Ability to communicate effectively with personnel, contractors, vendors, suppliers, and management
Other Requirements
Authorized to work in the United States without current or future need for visa sponsorship
Participation in pre-employment and random drug testing required
Physical Demands
Ability to remain in a stationary position (sitting or standing) for extended periods
Ability to lift up to 50 pounds occasionally
Ability to climb at heights of six (6) feet or more
Required use of Personal Protective Equipment (PPE) in accordance with HSSE policies
Reasonable accommodations will be provided for qualified individuals with disabilities
Work Environment
Primarily office-based with regular trips to the terminal field environment
Possible exposure to noise, dust, fumes, chemicals, and varying weather conditions
May require travel for training, meetings, or assignments
Participation in rotating on-call schedules, overtime, weekend, and holiday work as needed
Florida International Terminal is an Equal Opportunity Employer. We are committed to fostering an inclusive and diverse workplace where all individuals are treated with respect and dignity. We do not discriminate against any employee or applicant for employment because of race, color, religion, sex (including pregnancy, sexual orientation, or gender identity), national origin, age, disability, genetic information, marital status, veteran status, or any other protected characteristic under applicable federal, state, or local laws.
Florida International Terminal is committed to providing equal employment opportunities and ensuring an inclusive, accessible recruitment process for all applicants. If you require a reasonable accommodation to complete your application and/or participate in the interview process, please contact us.
$28k-35k yearly est. 28d ago
Part Time Associate Banker South Palm Beach North (30 Hours)
Chase 4.4
Finance service representative job in Lake Worth, FL
We have a passion for taking care of our customers and employees and making them feel welcomed and valued through building lasting relationships, doing the right thing, exceeding expectations, and having a strong commitment to diversity and inclusion. Using the latest banking solutions combined with cutting-edge financial technology and the most welcoming and friendly service, you will be front and center representing our brand and culture. You will have the opportunity to help people experience our Customer Promise - helping people make the most of their money so they can make the most of their lives, by providing education, and advice tailored to suit their financial needs.
As an Associate Banker in Branch Banking, you will contribute significantly to the success of the branch by delivering exceptional customer experiences. You will build long-lasting relationships with clients by sharing product knowledge and solutions as well as introducing them to our licensed bankers.
Job responsibilities
Engages clients as they enter the branch by welcoming them and making them feel appreciated, including managing lobby traffic, checking clients into the waiting queue and scheduling/canceling client meetings
Helps clients with everyday transactions such as deposits, withdrawals, payments, reordering a debit card, setting up a direct deposit or helping update their address accurately and efficiently, while complying with all policies, procedures, and regulatory and banking requirements
Educates clients on the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs to complete their banking needs whenever, wherever, and however they want
Assists clients and the branch team by helping with new account openings when needed
Performs branch operations which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures
Required qualifications, capabilities, and skills
6+ months of customer service experience
High school diploma or GED equivalent
Preferred qualifications, capabilities, and skills
Ability to make personal connections, engage customers, and remain courteous and professional in a team environment while quickly and accurately learn products, services, and procedures
Professional, interpersonal, thorough, detailed oriented, and organized with follow-up skills
Strong desire and ability to influence, educate, and connect customers to technology
Cash handling experience
$119k-204k yearly est. Auto-Apply 60d+ ago
Part Time (30 Hours) Associate Banker, Lake Worth Main Branch, Lake Worth, FL Bilingual Spanish Required
JPMC
Finance service representative job in Lake Worth, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$77k-148k yearly est. Auto-Apply 12d ago
Quant Trader
Voloridge Investment Management
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
* Provide rotational overnight coverage (3-6 months per year)
* Monitor systematic trading books and overnight processes
* Apply rigorous attention to detail to minimize errors and risk
* Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
* Contribute to process improvements that strengthen risk controls and trading efficiency
* Communicate effectively with internal teams and external brokers
Minimum Requirements
* Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
* Strong proficiency in Python, with advanced analytics capabilities
* Experience with SQL Server and Excel
* Proven ability in data manipulation and analysis
* Strong sense of ownership and ability to work independently within a collaborative team
* Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
* Background as a Quantitative Trader, Analyst, or Researcher
* Experience supporting or developing electronic trading systems
* Familiarity with equity and futures market data
* Exposure to transaction cost analysis (TCA)
* Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
* Competitive base salary, commensurate with experience
* Profit-sharing bonus tied to performance
* Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
* Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
$54k-94k yearly est. 60d+ ago
Quant Trader
Voloridge
Finance service representative job in Jupiter, FL
Voloridge Investment Management was founded by David Vogel in 2009 and is based in Jupiter, FL. We incorporate advanced data science and mathematics into our systematic, market neutral investment strategies to exploit alpha opportunities we consider unique in financial markets. Our firm is comprised of award-winning predictive modelers, experienced data analysts, advanced technologists, and a group of dynamic business professionals.
We are seeking a motivated Quant Trader to join our entrepreneurial team, where collaboration, resilience, and humility drive success. The ideal candidate brings a strong record of results, sharp attention to detail, and the flexibility to step beyond core responsibilities when needed. Our traders excel under pressure, staying calm and effective in fast-moving, time-sensitive situations. In this role, you will work closely with operations, technology, research, management, and external brokers to support all aspects of trading, including execution, market research, portfolio analysis, and process improvement. The position requires rotational overnight coverage during Asian market hours.
Summary of Job Functions
Provide rotational overnight coverage (3-6 months per year)
Monitor systematic trading books and overnight processes
Apply rigorous attention to detail to minimize errors and risk
Build and refine applications, data pipelines, and reporting tools to support trading operations and pre/post-trade analysis
Contribute to process improvements that strengthen risk controls and trading efficiency
Communicate effectively with internal teams and external brokers
Minimum Requirements
Bachelor's degree or higher in a quantitative field (e.g., Mathematics, Computer Science, Statistics)
Strong proficiency in Python, with advanced analytics capabilities
Experience with SQL Server and Excel
Proven ability in data manipulation and analysis
Strong sense of ownership and ability to work independently within a collaborative team
Willingness to work onsite daily in our Jupiter, FL office
Preferred Skills and Previous Experience
Background as a Quantitative Trader, Analyst, or Researcher
Experience supporting or developing electronic trading systems
Familiarity with equity and futures market data
Exposure to transaction cost analysis (TCA)
Hands-on experience with RESTful APIs and/or microservices
Compensation and Benefits
Competitive base salary, commensurate with experience
Profit-sharing bonus tied to performance
Comprehensive health, dental, vision, life, and disability insurance, plus a 401(k) plan
Office perks including catered meals, a fresh salad bar, in-office massages, and a health club membership
Voloridge Investment Management is an SEC registered investment advisor and an Equal Opportunity Employer. All qualified applicants are encouraged to apply and will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, protected veteran status, or any other legally protected characteristic or status.
$54k-94k yearly est. 60d+ ago
Fort Lauderdale Traders
Seven Points Capital 3.9
Finance service representative job in Fort Lauderdale, FL
Department
Traders
Employment Type
Full Time
Location
Florida
Workplace type
Onsite
Compensation
Competitive
Reporting To
Management
Key Responsibilities About Seven Points Capital For more information about Seven Points Capital recruitment terms and conditions please click here: ********************************************************************
$60k-108k yearly est. 60d+ ago
Graduate Execution Trader
Caleb and Brown Pty Ltd.
Finance service representative job in Fort Lauderdale, FL
Job Description
Who we are:
At Caleb and Brown, we're on a mission to connect people to the world of cryptocurrency through education and information. Headquartered in Melbourne, Australia, and now powered by Swyftx, we have grown in the last nine years to become one of the leading cryptocurrency brokerage firms globally. By fostering a culture of crypto experience married with professional services, we are building the bridge to the traditional financial world. We are seeking a motivated and detail oriented individual to join our team as an Execution Trader.
Your Role:
As a Graduate Execution Trader, you will be a critical part of our Operations Team. Your primary responsibility will be to maintain, and oversee the systems that execute trades across various cryptocurrency venues. This is a hands-on role that requires a deep understanding of market dynamics, execution algorithms, and backend systems. You will be instrumental in ensuring our client's trade requests are executed efficiently, securely and reliably in a 24/7 market environment.
The responsibilities will include:
Backend order management - Processing of manual order execution, overseeing of automated order execution, oversee liquidity management to ensure orders can process effectively, ensure trade requests fulfil risk criteria before execution.
Backend settlements management - Overseeing of client cryptocurrency deposit, withdrawal and address testing requests and assistance in settlement adjustments.
Ensure reconciliation alerts from orders and settlements are rectified in a timely manner.
Conduct research on digital currency networks to ensure they fulfil our compliance policy before listing.
Maintain oversight of listed digital currency token migrations across networks and prepare for any operational changes required.
Maintain personal diligence in handling sensitive data to uphold security.
Provide blockchain and internal system technical assistance to the broker team and customers
Please note this role is not a Proprietary Trading role and will be proudly sitting within our operations department and is not part of our Brokerage Team currently. Please feel free to check out our other opportunities for client facing roles.
Requirements
About you:
1 - 3 years of professional experience
An entrepreneurial, agile, self-starter with initiative and a desire to keep developing every day
Strong numerical and quantitative analysis skills
Decisiveness with the ability to process complicated information quickly and accurately under pressure
A passion for cryptocurrency is highly regarded
Benefits
Learn from a team of experienced cryptocurrency experts
Competitive compensation that recognises experience and impact
Hybrid working arrangements designed around trust and autonomy
Access to our Fort Lauderdale office for in-office work, where we collaborate and connect locally
0% trading fees with Caleb and Brown
$55k-95k yearly est. 6d ago
Part Time (30 Hours) Associate Banker, Lake Worth Main Branch, Lake Worth, FL Bilingual Spanish Required
Jpmorganchase 4.8
Finance service representative job in Lake Worth, FL
At Chase, we are passionate about creating memorable experiences for our clients and employees, making them feel welcomed, valued, and understood. We build lasting relationships by doing the right thing, exceeding expectations, and embracing diversity and inclusion.
As an Associate Banker within Chase, you will represent our brand and culture with the utmost hospitality, using the latest banking solutions and cutting-edge financial technology combined with friendly and attentive service. Your role at Chase will significantly contribute to the branch's success by delivering exceptional client experiences. You will build trusted relationships with clients, sharing product knowledge and solutions and introducing them to our team of experts - helping clients achieve their financial goals.
Job Responsibilities
Create a welcoming environment by delivering attentive and friendly service by greeting clients as they enter the branch, making them feel appreciated, managing lobby traffic, checking clients into the waiting queue, and scheduling/canceling client meetings.
Exceed client expectations while assisting with day-to-day transactions as well as open new accounts, while complying with all policies, procedures, and regulatory and banking requirements.
Educate clients on how the usage of technology self-service options such as leveraging the Chase Mobile App, Chase.com, and ATMs can help them with their banking needs whenever, wherever, and however they want.
Build meaningful relationships with clients by actively listening, asking thoughtful questions, demonstrating empathy, and sharing product knowledge and solutions - introducing them to our team of experts to help achieve their financial goals.
Perform branch operations, which may include managing cash devices such as the cash vault, ATM, or others while adhering to all bank policies and procedures.
Required Qualifications, Capabilities, and Skills
Ability to put clients first and exceed their expectations - delivering attentive and friendly service, creating a welcoming environment.
Ability to build trusted relationships - demonstrating genuine care and concern during interactions with clients.
Ability to engage clients - communicating clearly and politely to understand and help, anticipating client needs.
Ability to quickly and effectively resolve client issues with attention to detail - providing a consistent client experience.
Ability to elevate the client experience - working collaboratively as a team to deliver seamless service with care and sincerity.
Ability to quickly and accurately learn products, services, and procedures.
Client service experience or comparable experience.
High school diploma or GED equivalent.
Reading and speaking in both English and Spanish fluently is required for this role.
Preferred Qualifications, Capabilities, and Skills
Strong desire and ability to influence, educate, and connect customers to technology solutions.
Cash handling experience.
$33k-82k yearly est. Auto-Apply 12d ago
Recent Graduate - Financial Services
Bob Wylin-State Farm Agency
Finance service representative job in Boca Raton, FL
Job Description
We seek an energetic professional interested in helping our business grow through value-based conversations and remarkable customer experience. If you are a motivated self-starter who thrives in a fast-paced environment, then this is your opportunity for a rewarding career with excellent income and growth potential.
The main role is to ensure excellent service standards, respond efficiently to customer inquiries and maintain high customer satisfaction. Ideal candidate is a professional with a great attitude and outgoing personality! Someone who has 'never met a stranger,' has stellar computer skills, the ability to multi-task, works well with their peers, and has a true passion for helping others.
Responsibilities include but not limited to:
Establish customer relationships and follow up with customers, as needed.
Provide prompt, accurate, and friendly customer service.
Use a customer-focused, needs-based review process to educate customers about insurance options.
Maintain a strong work ethic with a total commitment to success each and every day.
As an Agent Team Member, you will receive...
Salary Base plus Commission
Bonuses
Paid Time Off (vacation and personal/sick days)
Retirement Plan
Health Insurance
Valuable experience and training provided
Growth potential/Opportunity for advancement within my office
Requirements
Must live within 20 miles / 30 minutes of agency and be able to commute into the office
Must be able to obtain FL 2-20 license
Must be able to obtain FL 4-40 license
Prior Customer Service and Property/Casualty experience preferred
Knowledge of Citizens and EasyLink a must.
Prior State Farm experience a plus.
Bilingual language skills preferred
Excellent interpersonal skills
Excellent communication skills - written, verbal and listening
People-oriented
Organizational skills
Self-motivated
Detail oriented
Proactive in problem solving
Dedicated to customer service
Able to learn computer functions
Pride in getting work done accurately and timely
Ability to work in a team environment
Ability to multi-task
Provide timely and thorough activity reports to agent
Selected candidate is expected to remain current in product changes, licensing, technical developments, and continuing education
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.
$32k-64k yearly est. 31d ago
Servicing Financial Advisor
Claire Myers Consulting
Finance service representative job in Boca Raton, FL
Job Description
Compensation: $80-100K base salary plus bonus (dependent on experience & qualifications)
Our client is a well-established wealth management firm seeking a motivated, driven individual to join their team as ServicingFinancial Advisor in close partnership with their Founder/Wealth Management Advisor. As ServicingFinancial Advisor, this person will be a vital link communicating between the client-facing team and the in-house operations team. To be successful in this role, you must possess excellent interpersonal communication skills, a professional presence, a customer service mentality and strong organizational skills. In return, you will find this position offers flexibility, a supportive team atmosphere, and opportunities for professional growth. Professional growth opportunities may include, but not limited to Senior Service Advisor, Lead Advisor, and Investment Operations.
Team values are founded on the principles of authenticity, hard work, and caring for clients and team alike. This firm takes their team values to heart and is looking for someone who also resonates with these: putting people first, delivering platinum level service, taking pride in all that you do, exhibiting a problem-solving & growth mentality and having fun!
Responsibilities:
Serve as the secondary chair in client meetings for administrative and service follow up
Establish strong relationships with new and existing clients
Highly involved in client interactions - engage with clients, solve client service issues, handle rollover calls, and establish rapport to ensure clients are comfortable reaching out
Help client with understanding product/plan as needed
Support the Advisor in developing comprehensive financial plans for clients
Plan and prepare materials for client meetings
Maintain accurate and detailed records of client interactions, financial plans, and investment decisions
Address client concerns and resolve issues promptly, demonstrating problem-solving skills and a commitment to client satisfaction
Ensure compliance with financial regulations, industry standards, and company policies to protect both clients and the firm
Stay abreast of industry developments, competitors, and market conditions to provide valuable insights and recommendations to clients
Keep informed about financial products, investment options, and market trends
Qualifications:
3-5+ years of experience in wealth management
Series 7, Series 66/63 and State Life & Health required (or must be obtained within first 3 months of the job)
Basic understanding of financial products and planning concepts
Interest in advising clients on all aspects of their balance sheet including investment accounts, cash management, qualified plans, real estate, credit and alternatives
Ideal candidate has working understanding of tax thresholds, types of taxation for different instruments and accounts, and the levers for increasing or reducing taxes
An understanding of financial markets and a relentless drive to learn more
CFP, CFA, CPA, or similar designations or progress towards these designations are a plus
Compensation:
$80,000 -100,000 base salary plus bonus and full benefits (dependent on experience & qualifications)
$80k-100k yearly 25d ago
STATE VETERANS' SERVICE OFFICER - 50202204
State of Florida 4.3
Finance service representative job in West Palm Beach, FL
Working Title: STATE VETERANS' SERVICE OFFICER - 50202204 Pay Plan: Career Service 50202204 Salary: $45,479.98 Total Compensation Estimator Tool Requisition # 866948
STATE VETERANS' SERVICE OFFICER - West Palm Beach VAHCS
FLORIDA DEPARTMENT OF VETERANS' AFFAIRS
7305 N Military Trail
West Palm Beach, FL - 33410-6400
Starting Annual Salary: $45,479.98
Paid Bi-weekly
Excellent retirement package and optional deferred compensation plan. Health, vision, dental, disability, and other supplemental insurance available at reasonable premium rates. Paid vacation and sick leave. Nine (9) paid holidays and personal day. Tuition waiver available for State Universities and Community Colleges (up to 6 credits per semester). Education and employment history must be verifiable. Please attach any credentials you claim (degrees, certifications, etc.) to your application.
MINIMUM QUALIFICATIONS:
An employee in this class must have served as a member of the Armed Forces of the United States; and must have been separated from such service under honorable conditions.
A DD-214, Member Copy #4, MUST accompany your application.
In addition, the following is required:
* Must have the ability and willingness to deal effectively and professionally at all times with diverse individuals.
* Must have a valid Florida driver's license.
* Excellent customer service skills.
* Effective team Player.
* Excellent interpersonal skills.
* Excellent verbal and written communication skills.
* Strong organization skills and ability to multi-task.
* Successful completion of a Level 2 Background Screening and due diligence process.
PREFERRED QUALIFICATIONS:
Preference will be given to candidates with the following knowledge, skills and abilities, as listed on their employment application / resume.
* Three (3) years' employment experience as a Veterans Claims Examiner or comparable title / experience counseling and handling veterans' affairs.
* Proficiency in Microsoft Office Suite: Word, Excel, and Outlook.
* Proficiency in web-based applications and specialized internet research.
POSITION DESCRIPTION:
The incumbent will be assigned to the Bureau of Field Services, West Palm Beach, VAHCS and Ardie R Copas State Veterans' Nursing Home. The primary responsibility of the incumbents in the positions allocated to this class is to perform administrative and professional duties required to work within the medical clinic and vet center as needed, interviewing veterans and family members, preparing and submitting claims for benefits to the U.S. Department of Veterans Affairs. This task will be accomplished using established policies and procedures to ensure that all phases of assigned duties are covered.
To advocate with purpose and passion for Florida veterans and link them to superior services, benefits and support. Meet, interview, counsel, using VA Data systems and obtain information in order to prepare and submit claims for any and all federal and state benefits that each client may be entitled to. Assist in preparing and perfecting" appeals", provide representation at fee basis, hardship eligibility hearings, request for waivers of federal entitlements, military discharge review hearings or Regional Office VA hearings as required.
Review and interpret VA laws, rules and regulations affecting veteran's entitlements in applying for federal and state veterans' benefits. Respond to telephonic or written inquiries from citizens, veterans, dependents, Post, Chapter, County, and State Veterans Service officers with accurate and complete information. Provide accurate and current information relative to problems with the administration of benefits with the local agency of jurisdiction, process daily incoming mail and correspondence. Complete forms and documents utilizing the Department's Systems. This includes entering all clients' information into the computer database.
Assist all accredited organizations, state, county or others in obtaining medical information necessary to support claims for benefits. Maintain rapport and liaison with VA outpatient staff regarding case development and treatment to support claims processing and advocacy issues. Confer with clinic, service center and medical center staff as required. Safeguard and protect all private medical information and claims information in accordance with appropriate regulations and statutes.
Represent the Florida Department of Veterans Affairs by providing briefings and information on State and Federal veterans benefits at local events, military bases, medical center meetings, and community fairs and other events as determined your supervisor and the department. Represent FDVA on committees, advisory boards and consumer service programs established at VA medical centers and satellite outpatient facilities. Deploy and provide assistance during State emergencies such as providing assistance at disaster recovery centers (DRC) throughout the state after natural disasters.
Assist in preparing forms, obtaining signatures, financial data, and personal information for veterans requesting admission to State Veterans Nursing Homes. When necessary visit and provide assistance to the home in completing applications, verifying eligibility and financial data and assisting family members in obtaining state and federal veterans' benefits.
Visit and provide on-site assistance, claims preparation and submission of claims to all Florida National Guard and Reserve units in the geographical area. Maintain contact with all guard and reserve units and active military installations in the Florida geographical area.
Perform other related duties to include but not limited to, attendance at conferences, seminars, schools of instruction and upon request serve as an instructor, or speaker at public events.
This position is in the Career Service System.
The State of Florida is an Equal Opportunity Employer/Affirmative Action Employer, and does not tolerate discrimination or violence in the workplace.
Candidates requiring a reasonable accommodation, as defined by the Americans with Disabilities Act, must notify the agency hiring authority and/or People First Service Center (***************. Notification to the hiring authority must be made in advance to allow sufficient time to provide the accommodation.
The State of Florida supports a Drug-Free workplace. All employees are subject to reasonable suspicion drug testing in accordance with Section 112.0455, F.S., Drug-Free Workplace Act.
VETERANS' PREFERENCE. Pursuant to Chapter 295, Florida Statutes, candidates eligible for Veterans' Preference will receive preference in employment for Career Service vacancies and are encouraged to apply. Certain service members may be eligible to receive waivers for postsecondary educational requirements. Candidates claiming Veterans' Preference must attach supporting documentation with each submission that includes character of service (for example, DD Form 214 Member Copy #4) along with any other documentation as required by Rule 55A-7, Florida Administrative Code. Veterans' Preference documentation requirements are available by clicking here. All documentation is due by the close of the vacancy announcement.
Location:
$45.5k yearly 13d ago
Financial Service Representative
The Check Cashing Store
Finance service representative job in Boynton Beach, FL
Are you a dynamic and driven sales professional?
If so, The Check Cashing Store wants you to join our team.
In your role at The Check Cashing Store, you'll make a positive impact on the people living in your community by promoting our financial products and services to meet their short- and long-term financial goals.
What we offer:
Market competitive hourly pay rates
Earn a percentage of the store's profits for exceeding company targets
Other benefits include:
Comprehensive medical/dental benefits
Paid Time Off
401K with company match
Tuition assistance
Career development
Branch Location: 706 West Boynton Beach
During a typical day, you will:
Deliver results on store profitability goals
Provide a quality customer sales experience through efficient execution of all customer transactions
Determine customers' needs and provide them with solutions that satisfy those needs
Handle cash and accurately enter transactions into the system
Contact customers over the phone with past due balances and negotiate payment terms and schedules
Complete all documentation accurately
Follow safety, security, and compliance requirements
Successful candidates will:
Be sales driven
Have a minimum of one year of financialservices and sales experience
Have a passion for customer service
Have previous cash handling experience
Have a high school diploma or equivalent
About us:
Momentum FinancialServices Group is a top financialservices provider in North America
We provide services through our retail network of over 400 locations, known as Money Mart and The Check Cashing Store
We offer access to cash and related financial products to help customers achieve their financial goals
We operate retail locations in local communities and cities across the United States as Money Mart and The Check Cashing Store
We value:
Employees who are committed to continuously improving their performance and achieving new levels of success
Recognizing our employees for their achievements and developing them to be future leaders
Diversity is an essential element for the success of our business
Giving back to our local communities through annual contributions to charities and non-profit organizations
Next Steps:
Apply now to be considered for this opportunity!
About The Check Cashing Store - Our Commitment to Responsible Innovation
At The Check Cashing Store, we are committed to building innovative solutions grounded in ethical, transparent, and responsible use of data and technology. Aligned with the principles outlined in Canada's Artificial Intelligence and Data Act (AIDA), we take a proactive approach to ensuring that any AI or data-driven systems we use are safe, fair, and accountable.
We prioritize strong data governance, clear communication around how systems work, and safeguards that reduce risks and protect individuals. Our focus is on developing tools and processes that promote equity, reliability, and trust, supported by ongoing monitoring and continuous improvement.
Joining The Check Cashing Store means contributing to a future-focused organization that values both innovation and integrity, where your work helps shape solutions that responsibly support our employees, clients, and communities.
$25k-40k yearly est. Auto-Apply 3d ago
Customer Service Representative - North Lauderdale, FL - Full Benefits
Dev 4.2
Finance service representative job in North Lauderdale, FL
Company DescriptionJobs for Humanity is partnering with Teleperformance USA to build an inclusive and just employment ecosystem. Therefore, we prioritize individuals coming from the following communities: Refugee, Neurodivergent, Single Parent, Blind or Low Vision, Deaf or Hard of Hearing, Black, Hispanic, Asian, Military Veterans, the Elderly, the LGBTQ, and Justice Impacted individuals. This position is open to candidates who reside in and have the legal right to work in the country where the job is located.
Company Name: Teleperformance USA
Job DescriptionCategory : Customer Service/Support
Why You'll Choose Us
Teleperformance is a strategic partner to the world's leading companies, bringing solutions and enhancing customer experience during each interaction. We are the largest interaction expert team in the market: multicultural, highly skilled, and deeply knowledgeable, with a wide range of integrated omnichannel solutions, technology, and the highest security standards. For us, each interaction needs to be treated as unique.
Benefits of working with TP include:
Paid Training
Competitive Wages
Full Benefits (Medical, Dental, Vision, 401k and more)
Paid Time Off
Employee wellness and engagement programs
Your Impact
Our customer servicerepresentatives are a very important part of our family. You will be the eyes and ears for our team, fielding customer inquiries and finding innovative ways to respond. Working in a collaborative and engaging environment, you will have the chance to interact with people from all walks of life and no two days will be the same. As you continue to grow and challenge yourself, you will discover your potential can take you anywhere you want to go.
Your Responsibilities
Customer ServiceRepresentatives field customer inquiries by finding innovative ways to respond to varying questions, issues, and concerns.
Connect with customers via phone/email/chat/and or social media to resolve their questions or concerns
Calmly attempt to resolve and de-escalate any issues
Escalate interactions when necessary and appropriate
Respond to requests for assistance and/or possible processing payments
Track all call related information for auditing and reporting purposes
Provide feedback on call issues
Upsell if required
What We're Looking for
High School Diploma or equivalent
IT/Network certifications/degrees preferred
18 years of age or older
Proven call center experience
Typing 25 WPM
Proficient in PC operation and navigation
Entry-level network troubleshooting
Ability to set up home Wi-Fi network
Ability to set up and configure a router or switch
Core proficiency with a laptop or desktop computer
Able to work independently
Have excellent communications skills, both oral and written
Ability to work in a constantly changing and fast paced environment
Ability to stay composed and objective
Strong listening skills
Being One of Our People
It is our mission to always provide an environment for our employees that promotes happiness from the inside out. When you work with us, you are valued and inspired to learn, to teach, and to grow. We want you to come to work motivated to and proud to be on our team. That's why we continually invest in creating outstanding work experiences and endless development opportunities. We want you to be and feel at your best, always.
Teleperformance is an Equal Opportunity Employer
$22k-30k yearly est. 60d+ ago
Personal Lines - Customer Service Representative
The John Galt Insurance Agency 3.9
Finance service representative job in Fort Lauderdale, FL
John Galt Insurance is an agency specializing in Personal Lines insurance. We are looking for self-motivated team players to join our Customer Service Team. We offer competitive salaries, as well as these following great benefits:
Medical Insurance
Life Insurance
Dental Insurance offered
401k
Mon-Fri work week,
Paid-Time Off (PTO) and paid holidays
Opportunity to own your own agency
Specific tasks include:
· Assisting clients with coverage questions
· Processing changes and endorsements to policies
· Following up on policy renewals
· Processing payments.
Contact us today to discuss your career potential at the John Galt Insurance Agency
Job Type: Full-time
Benefits:
401(k)
Dental Insurance
Health Insurance
Paid Time Off
Schedule:
8 Hour Shift
Monday to Friday
Work Location:
One location
Communication method(s) used:
Email
Phone
Company's website:
******************************
Company's Facebook page:
******************************************************
Benefit Conditions:
Only full-time employees eligible
Work Remotely:
No
$23k-32k yearly est. 60d+ ago
Investment Real Estate Rep
Vertigo Real Estate Ventures
Finance service representative job in Delray Beach, FL
At VREV (Vertigo Real Estate Ventures), we're not just in the business of real estate - we're in the business of building winners. We are a people-first investment firm specializing in sourcing distressed real estate assets and connecting them with the right buyers, sellers, and investors. Our team thrives on competition, collaboration, and high performance.
Here, you'll work directly with active real estate investors, closing deals that can change your financial future. We'll give you the training, the tools, and the environment - you bring the hunger to succeed.
Why Join VREV?
Uncapped commissions & bonus opportunities - your income is in your hands
Merit-based culture - promotions and growth come from performance, not tenure
Full training provided - no real estate license required
One-on-one coaching and proven sales systems
Wellness perks - discounted gym memberships & wellness apps
What You'll Do
Prospect and build relationships with local real estate investors
Conduct in-person property walkthroughs and showings
Maintain an organized sales pipeline with consistent follow-up
Collaborate with managers on strategy and growth opportunities
Participate in sales meetings to share wins and sharpen your edge
What It Takes
Hungry, driven, and competitive mindset - you want to win
Strong interpersonal skills and confidence in sales conversations
Resilience when facing objections or rejection
Desire for life-changing financial growth
Sales experience preferred, but not required
The Details
Driver's license required; must be able to commute
Commission-only role
OTE: $100,000-$200,000+
If you've been waiting for an opportunity where hard work truly equals high reward - this is it.
Apply today and let's see if you have what it takes to join the top 2% at VREV.
$41k-77k yearly est. Auto-Apply 57d ago
Office Administrator/Customer Service Representative
Fastsigns 4.1
Finance service representative job in Boca Raton, FL
Office Administrator Job Responsibilities:
Supports company operations by maintaining office systems and supporting management staff.
Maintains office services by organizing office operations and procedures, controlling correspondence, organizing filing systems, reviewing and approving supply requisitions, and monitoring clerical functions.
Implements office policies by upholding standards and procedures, measuring results against standards, and making necessary adjustments.
Completes operational requirements by scheduling employee appointments and following up on work results.
Keeps management informed by reviewing and analyzing reports, summarizing information, and identifying trends.
Manages company accounts and controlling the flow of incoming and outgoing merchandise
Assists office management with required permitting paperwork. Organizing permitting files and collecting required documents for Production team.
Respond to customer inquiries and requests via telephone, email, and chat in a timely fashion
Document all inquires, requests, resolutions, and follow-up tasks
Escalate inquires and requests as necessary to the appropriate department or person following outlined guidelines
Display a courteous and empathetic attitude to all customers
Perform research to answer customer inquiries and requests
Grow existing customer accounts through exceptional customer service and effective sales techniques
Meet quantitative performance metrics as outlined
Keep customer accounts current by updating databases during calls
At FASTSIGNS, every day is unique and presents exciting opportunities, including new ways to use your talent and grow your skills. We have a large network of independently owned locations - both locally and internationally - who offer competitive pay and ongoing training opportunities.
Are you ready to plan for your future? Discover your next career. Make your statement.
Learn more by exploring the positions offered by FASTSIGNS centers.
This franchise is independently owned and operated by a franchisee. Your application will go directly to the franchisee, and all hiring decisions will be made by the management of this franchisee. All inquiries about employment at this franchisee should be made directly to the franchise location, and not to FASTSIGNS Corporate.
$22k-29k yearly est. Auto-Apply 60d+ ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Lake Worth, FL?
The average finance service representative in Lake Worth, FL earns between $21,000 and $49,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Lake Worth, FL
$32,000
What are the biggest employers of Finance Service Representatives in Lake Worth, FL?
The biggest employers of Finance Service Representatives in Lake Worth, FL are: