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Finance service representative jobs in Lauderdale Lakes, FL - 2,227 jobs

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  • Customer Service Representative

    Tempexperts

    Finance service representative job in Doral, FL

    A growing manufacturing organization is seeking a proactive and detail-oriented Customer Service Representative (CSR) to support a rapidly expanding customer base and internal sales operations. This role plays a key part in the order-to-shipment lifecycle, serving as a central point of contact for customers while ensuring accuracy, efficiency, and exceptional service throughout the order management process. The ideal candidate is highly organized, customer-focused, and experienced in managing orders within an ERP-driven environment. Key Responsibilities Enter and process customer purchase orders accurately within the ERP system Manage order flow from initial entry through shipment and delivery Communicate proactively with customers regarding order status, timelines, and changes Serve as the primary point of contact for customer inquiries, issue resolution, and follow-up Coordinate closely with Sales, Operations, Production, and Logistics teams Monitor backorders, inventory availability, and shipment schedules Maintain accurate and up-to-date customer and order documentation Support credit review and approval processes as needed Required Qualifications 3+ years of customer service, order management, or sales support experience Strong written and verbal communication skills Experience working with ERP systems (preferred) High level of accuracy in data entry and order processing Proficiency in Microsoft Office (Excel, Outlook, Word) Preferred Qualifications Experience in manufacturing, electrical products, construction materials, or industrial environments Bilingual (English/Spanish) is a plus Core Competencies Customer communication and relationship management Problem-solving and issue resolution Time management and prioritization Team collaboration across departments What's Great About Working Here Stable, Growing Organization: Be part of a company experiencing consistent growth and operational expansion Cross-Functional Exposure: Work closely with sales, production, operations, and logistics teams Process-Driven Environment: Structured systems and clear workflows support accuracy and success Customer-Focused Culture: High service standards with a strong emphasis on reliability and responsiveness Long-Term Career Potential: Opportunities to grow within customer service, operations, or sales support functions Team-Oriented Workplace: Collaborative environment where attention to detail and accountability are valued
    $22k-31k yearly est. 3d ago
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  • 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. 1d ago
  • Experienced Equities Trader - Miami, FL

    SMB Capital 3.8company rating

    Finance service representative job in Miami, FL

    “You can be better tomorrow than you are today!”- Mike Bellafiore, The PlayBook SMB Capital, in a “JV” (joint venture) with Kershner Trading Group in NYC, is looking for experienced US Equities Traders located in Miami, FL with a strong track record, who seek capital and technology to build their trading business. Our technology will help you play more offense and make more PnL: proprietary execution platform, custom filters, single stock scripts and automated trading. The SMB Capital - Kershner Trading Group JV provides all capital and a PnL firm infrastructure to traders, who actively trade stock instruments in financial markets. Traders share the profits from their trading activity with the firm. Each trader sets their own style and strategy, but in general, traders buy and sell in U.S. equity, options, and futures markets on both a manual and automated basis. Compensation in this role is based fully on an individual trader's performance. The JV provides unique opportunities to talented, energetic people, rooted in the philosophy that everyone can do more than they realize if they try. The JV empowers independent thinkers who have the discipline to set long-term goals, the adaptability to “shift gears” but still stay on course, and who are open to being both a student and teacher in a learning organization. In short, the Experienced Equities Trader role is a chance to join a high-performance team of: experienced traders pushing their skills and adapting to new market opportunities; talented technology professionals developing leading-edge trading and market analytics systems; quantitative/business analysts providing tools and insights to fuel business growth; top-notch support staff who keep everything humming and meet all challenges in a cool, casual atmosphere. Our JV is currently seeking qualified candidates in Miami, FL who are excited about the prospect of pushing their own professional limits. Think you can do more? What are you capable of?
    $70k-128k yearly est. 60d+ ago
  • Fort Lauderdale Traders

    Seven Points Capital 3.9company rating

    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
  • Airport Services Officer - MIA

    The Emirates Group 4.6company rating

    Finance service representative job in Miami, FL

    Job Purpose At Emirates Group, we connect the world through our global hub in Dubai, ensuring our customers always Fly Better. As one of the most recognised and admired brands globally, we're driven by innovation, ambition, and excellence. Join a dynamic, fast-paced team where your ideas and relationship-building skills will directly shape employee experience across our global workforce. Ensure a safe, efficient, cost effective and timely airport operation so that Emirates? image, reputation and customer service levels are maintained and enhanced, as per the criteria set forth by the Company?s commercial, safety and security policies, standards and procedures. Plan, organise and control all aspects of the overall operation including effective co-ordination of all internal and external departments such as Handling Agents, caterers, other airlines, and various authorities at the airport, to ensure customers are provided with a high level of service. Manage and supervise staff on duty ensuring that the relevant areas of the operation are fully covered and assume responsibility for running of the Station during the absences of the Airport Services Manager. * Analyse anticipated operational problems such as overbookings, adverse weather conditions, delays, cancellation of flights, crew flight time limitations etc., undertaking necessary remedial action to ensure disruptions are minimised and the customer service levels are not impacted. * Ensure that Handling Agent, caterers and other service providers are fully briefed regarding Emirates? requirements for the day?s operation including any special handling, and update this information as necessary in order to ensure a smooth operation and avoid unnecessary expenditure and inconvenience to our customers. * Control expenditure on damage baggage replacement and lost baggage claims. Delegate some of the baggage claims processing to the Supervisors/ASAs, to ensure all of the baggage services aspects are processed effectively and in a timely manner. * Assist the Airport Services Manager in preparing and maintaining the staff duty roster and in preparing the staff annual leave plan as necessary and ensure staffing levels are optimised. * Undertake various administrative duties delegated by Airport Services Manager including attending various meetings as directed and ensure Emirates interests/requirements are appropriately represented at such meetings. * Assist the ASM in Employee Regulation Programme and in conducting staff performance reviews in line with Performance Matters (i.e. setting staff?s objectives and development plan) and support, coach and guide staff members to ensure maintenance of customer service and other standards such as grooming. * Manage and administer all operational/supervisory activities on a shift basis and ensure appropriate control of processes related to document and information consolidation (revenue documents , cargo, handling reports etc) in order to safeguard revenues; operational data and avoid discrepancies. * Monitoring of all operational units (Customer Services, Ticket desk, Ramp and Lounge). Establish a regular reporting mechanism to ensure there is a timely and consistent monitoring of service delivery, across operations. Monitor KPI?s for service performance and ensure that these KPI?s are met consistently by each unit. * Under take projects from time to time as advised by the Airport Services Manager in relation to operational standards and procedures thereby improving efficiency and quality of service delivered at the station. Assist ASM in ERP (Emergency Response Planning) and other related tasks. * Ensure Passenger Service and Ground Operations Manual updates are communicated and adhered to, internally and by relevant service providers. Promote a continuously improving culture of safety, with open reporting of safety deficiencies, human factor issues and compliance with local laws to uphold the delivery of safe and secure operations. Qualification Minimum `A' Level or equivalent (Higher Secondary School). Must have completed relevant and recognised professional training courses in Customer Services and Ground Operations. Experience: Given the specific requirements at outstations, a minimum of 5 years? experience is required in Airport. Customer handling / Operations including at least 3 years in a supervisory position. Knowledge/Skills: A working knowledge of Reservations/Fares and Ticketing, Departure Control Systems. Knowledge of Dangerous Goods Regulations & Weight & Balance. Knowledge of Baggage Tracing and Claims Handling. Knowledge of Microsoft Word/ E-mail / Excel advantageous and local languages. Fluency in spoken and written English and required local language. Join us and enjoy an attractive salary and travel benefits that are exclusive to our industry, including discounts on flights and hotel stay worldwide. Salary & benefits $60,900 - 87,000
    $60.9k-87k yearly 13d 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. 22d ago
  • Equity Trader

    Open Roles

    Finance service representative job in Miami, FL

    Trillium is a leading proprietary trading firm active in US Equities, US Options, Canadian Equities, and OTC Equities. With trading technology built, tested, and optimized in-house, our engineers and technologists collaborate with our traders to deliver tools and functionality designed to support their needs. Our passion for the markets and our drive to succeed have propelled our track record of growth and profitability for over 20 years. At Trillium, we are a team of problem solvers and independent thinkers dedicated to seizing market opportunities. We are headquartered in New York City, with additional trading floors in Chicago and Miami. To learn more about Trillium, visit ************ The Role: As an Equity Trader, you will gain direct exposure to the markets while mastering our proprietary trading tools and strategies. From day one, you'll work side-by-side with an experienced trainer and be immersed in a diverse mix of trading strategies, developing both the technical skills and judgment needed to succeed in a fast paced environment. Within your first month on the desk, you'll actively trade and manage firm capital under close mentorship, honing your ability to make split-second buy and sell decisions on our proprietary keyboard-based trading platform. Along the way, you will develop a deep understanding of U.S., Canadian, and OTC equity markets, as well as the U.S. options market. We invest heavily in education and development for both new and veteran traders, offering a mix of classroom sessions and on-demand resources to support continuous growth. This structure helps strengthen your quantitative, analytical, and research skills, while deepening your knowledge of economics, risk management, and market structure. Continuous improvement is at the core of our trading culture. Traders are challenged to refine their strategies, expand their perspectives, and grow every day. If you're competitive, curious, and eager to be rewarded for your performance, you'll find the platform, mentorship, and resources to build a lasting career here. This position is open in any of our three locations: New York, NY | Chicago, IL | Miami, FL (please only apply to your top choice). Compensation: Annual base salary of $58,000-$66,300 (gross) Monthly P&L-based bonuses (contingent on trading performance) Responsibilities: Research market microstructure patterns to uncover inefficiencies Collaborate with your trainer and other traders during daily trade reviews Stay informed on industry and market news Participate in educational seminars and group discussions with senior traders Learn and apply our proprietary trading tools and platforms About You: You are enthusiastic, motivated, and proactive, with a strong desire to learn and grow in a performance-driven environment. The ideal candidate: Has a resourceful, team-oriented, and entrepreneurial mindset, demonstrated through extracurriculars, group projects, or academic achievements Is analytical, intellectually curious, disciplined, and deeply interested in financial markets Thrives in competitive, fast-paced settings and adapts well to challenges Holds (or is pursuing) a degree in economics, mathematics, business, finance, or a related field Please note, Trillium will not sponsor applicants for work visas Job Requirements: The position is intended for soon to be college graduates (Fall/Winter 2025 or Spring 2026 graduation) with a cumulative 3.5+ GPA Benefits and Perks: Complimentary breakfast on Tuesdays and lunch on Wednesdays and Thursdays Trillium sets itself apart with a collaborative culture built on mutual respect and a shared commitment to excellence. Many of our team members have chosen to build their entire careers here, drawn by an environment that values long-term growth, fosters innovation, and creates a truly great place to work. Trillium offers a wide range of best in class, comprehensive and inclusive employee benefits and perks including PTO, medical and dental insurance, 401(K) matching, parental leave, pre- tax commuter benefits, and catered lunches. Trillium is an Equal Opportunity Employer. In order to provide equal employment and advancement opportunities to all individuals, employment decisions at Trillium are based on merit, qualifications, and the needs of the company. Trillium does not discriminate on the basis of race, creed, color, religion, sex, national origin, age, disability, predisposing genetic characteristics, ancestry, military status, family care status, marital status, sexual orientation, domestic violence victim status, gender identity or any other legally protected basis protected by applicable law. Applicants who are interested in applying for a position and require special assistance or a reasonable accommodation due to a disability should contact ****************.
    $58k-66.3k yearly Auto-Apply 60d+ ago
  • Part Time Associate Banker North Broward (30 hours)

    JPMC

    Finance service representative job in Plantation, 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
    $78k-149k yearly est. Auto-Apply 60d+ ago
  • Future Position at rbb

    RBB Communications 4.0company rating

    Finance service representative job in Coral Gables, FL

    We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. ** Minimum Qualifications:** - Competed college degree and agency experience. - Excellent written and verbal communication skills. - Strong organizational and multitasking abilities. - Proficiency in various communication tools and platforms. - Ability to work proactively and effectively in a team environment or independently. **Application Process:** If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.
    $76k-136k yearly est. 60d+ ago
  • Future Position at rbb

    Rbb 3.9company rating

    Finance service representative job in Coral Gables, FL

    We always are excited to meet talented communications professionals, even if we don't have an opening that matches your level of experience. We encourage you to apply here to start the conversation and be on our radar for future opportunities.. Minimum Qualifications: * Competed college degree and agency experience. * Excellent written and verbal communication skills. * Strong organizational and multitasking abilities. * Proficiency in various communication tools and platforms. * Ability to work proactively and effectively in a team environment or independently. Application Process: If you are a dedicated communications professional eager to contribute to our organization, please submit your application here. We are committed to reviewing all submissions and will reach out when a suitable opportunity becomes available.
    $77k-139k yearly est. 60d+ ago
  • Traders Market Desk Executive

    Quantfury

    Finance service representative job in Miami, FL

    Type: Full-Time Compensation: $155,000-$215,0000 QF Analytics LLC is a company focused on developing proprietary trading technology and providing strategic marketing support for the global trading platform, Quantfury. Quantfury is a regulated global brokerage, operating in more than 65 countries, with annual client transaction volume surpassing $220 bln. QF Analytics is seeking a skilled professional with extensive experience in financial markets. You will leverage your deep trading industry knowledge and expertise to enhance business and marketing initiatives, driving operational excellence in a dynamic, fast-paced environment. Required Qualifications: 5+ years of experience in trading and investment and/or portfolio management experience within a bank, hedge fund, asset management firm, or similar financial institution. Deep expertise in financial markets, with experience trading multiple asset classes (e.g., equities, bonds, FX, commodities, or derivatives). Knowledge of economic indicators (e.g., GDP, inflation, interest rates) and their impact on financial markets. Exceptional analytical, with meticulous attention to detail and the ability to synthesize complex data under pressure. Excellent written and verbal communication skills. Proficiency in Spanish is strongly preferred What We Offer: Competitive salaries, often better than industry, for comparable roles; Daily premium lunch catering, and keeping the office stacked with fruits and snacks; Comprehensive health benefits plan that kicks in after 90 days of successful employment, including access to exclusive employee discounts; Bonus and incentive programs
    $55k-95k yearly est. 28d ago
  • Student Services Officer

    Florida National University, Inc. 3.7company rating

    Finance service representative job in Miami, FL

    Position Overview : The Student Services Officer coordinates and assist with the activities of the Student Services department. Collaborate with promoting and executing activities to enhance the cultural, professional, and educational growth of students. Provides support to the students and the administration regarding interactions occurring throughout student's university life. Key Responsibilities: Communication Management: Respond promptly to daily communications via email and voicemail, addressing inquiries promptly and professionally. Policy Adherence and Ethical Compliance: Ensure strict adherence to the University's mission, policies, procedures, ethical standards, compliance with data protection regulations and pertinent legal regulations in all aspects of admission activities. University Engagement: Participate in Commencement Exercises, new student orientation, university events, committees, self-studies, and University Commencement Ceremonies. Special Projects: Execute special projects assigned by the President or supervisor. Compliance Adherence: Ensure compliance with Title IX of the Education Amendments Act of 1972, as well as FNU Policies, Procedures, Rules, and Regulation, the FNU Code of Ethics, Family Educational Rights and Privacy Act (FERPA), Florida Information Protection Act of 2014 (FIPA), the EU General Data Protection Regulation (GDPR), and all other applicable federal, state, and local laws, rules, and regulations. Assigned Duties: Undertake other assigned duties as required. Specific Duties and Responsibilities: Assist with the Enforcement of regulations and standards found in the University Catalog and Student Handbook, when necessary, among the student body. Coordinate, and assist with the Commencement ceremony for graduating students for all campuses. Provide recommendations to Director of Student Services and Campus Dean regarding student feedback with concerns regarding various departments of the university to ensure student satisfaction and resolution. Encourage student participation and provide assistance in developing the Student Government Association for the campus. Issue and enforce the usage of student ID card throughout the campus. Coordinate and assist in executing the educational, professional, and cultural activities that enhance student growth and development. Assist and facilitates with the participation of students in various student organizations. Coordinate and assist with the implementation of the orientation event for new students. Assist with the Safety plan for students and staff for the campus. Provide information on the Family Educational Rights, Privacy Act, and the Department of Education Privacy Act rules to students when inquiries arise. Provides information and support with regards to Title IX. Provide continuing education information to students. Maintain graduate students list database for future Alumni Association. Provide health insurance information to domestic and international students. Other Duties: Prioritize and address the unique needs of service member students by ensuring seamless coordination of support services. Offer resources and services to ease transitions between military and civilian life, recognizing the impact on both social and academic aspects. Stay informed about changes in military educational policies and ensure the institution's compliance with relevant regulations affecting active-duty students. Requirements: Bachelor's degree Must have supervisory experience. Solid understanding of the student life cycle within a school setting. Excellent communication, customer service and interpersonal skills, including problem solving, organization and conflict resolution skills Ability to work with people from a variety of diverse social and economic background Develops constructive and cooperative working relationships with others Very strong phone and computer proficiency in Word, PowerPoint and Excel a must, including typing and data entry Ability to work independently and adapt to change. High energy, assertive, results driven and highly ethical. Job Type Full-time. Schedule: Monday - Thursday: 2 days from 8:00am to 5:00pm and 2 days from 12:00pm to 9:00pm *Fridays alternate (campus closes at 7pm) (8:00am to 5:00pm or 10:00am to 7:00pm) Benefits: Health insurance (medical, dental, vision) Paid Time Off Tuition waiver Tuition reimbursement 401(k) 401(k) matching Life insurance Working Conditions General office working conditions. Noise level is at normal office capacity. Physical Demands The physical demands described here are representative of those that must be met by employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential function. While performing the duties of this job, the employee may be required to frequently and for extended periods of time, sit; stand; walk; use hands to handle and feel objects; reach with hands and arms; climb stairs. This position requires the ability to see, hear, and operate a computer keyboard and standard office equipment. The employee must lift and/or move up to (10) pounds and occasionally lift and or move up to 25 pounds. Specific vision abilities required by the job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust to focus. The employee must travel to other campuses, as needed and/or required. Safety Hazard of the Job Minimal Hazards.
    $28k-36k yearly est. Auto-Apply 5d ago
  • Part Time Associate Banker South Broward (30 hours)

    Jpmorganchase 4.8company rating

    Finance service representative job in Davie, 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. Preferred Qualifications, Capabilities, and Skills Strong desire and ability to influence, educate, and connect customers to technology solutions. Cash handling experience.
    $34k-84k yearly est. Auto-Apply 6d ago
  • Customer Financial Services Representative

    Stribbons Packaging

    Finance service representative job in Fort Lauderdale, FL

    Job Brief: We are looking for a Credit & Collections Clerk who wants to excel in an environment of operational excellence. The Credit and Collections Clerk performs vital functions to the business as well as to the customers (both internal and external) by focusing on customer billing and collections. Responsibilities: Gathers records such as purchase orders, sales tickets, work order & charge slips in order to verify billing Confers with customer by telephone in attempt to determine reason for overdue payment, reviewing terms of sales, service or credit contract with customer Records information about financial status of customer and status of collection efforts Documents correspondence on the customer accounts within the billing system Assist customers with online payment services Work closely with brokered accounts to track payments and provide information requested by them to identify short pays Produce manual invoices for certain customers requiring additional details Learn and utilize all billing tools available Other duties as assigned Skills Required: Speaks clearly and persuasively in positive or negative situations; listens and gets clarifications; responds well to question Solid working knowledge of Microsoft Office Applications (i.e Word, Excel, Outlook) Good Communication skills
    $25k-40k yearly est. 60d+ ago
  • Financial Services Representative State Farm Agent Team Member

    Jessica Alvarez-State Farm Agent

    Finance service representative job in Fort Lauderdale, FL

    Job DescriptionBenefits: Company parties Opportunity for advancement Paid time off Signing bonus Wellness resources ROLE DESCRIPTION: As a Financial Services specialist with Jessica Alvarez Agency, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Use a customer-focused, needs-based review process to educate customers about insurance options. Work with the agent to establish and meet marketing goals Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. QUALIFICATIONS: Series 6 or 7, and 65 required. Must have 215 Life and Health Insurance License. Proven experience working as a financial services representative for Life Insurance Premium goals and Annuities. Proficiency in Microsoft Office applications. Strong mathematical skills. Excellent analytical, organizational, and problem-solving skills. Effective communication skills. Exceptional customer service skills. Successful track record of meeting sales goals/quotas BENEFITS: Salary plus commission/bonus Paid time off (vacation and personal/sick days) Health benefits Growth potential/Opportunity for advancement within my office
    $25k-40k yearly est. 26d ago
  • Aerospace MRO Customer Service

    Terrelonge Staffing

    Finance service representative job in North Miami, FL

    Terrelonge Staffing is recruiting a dedicated Customer Service Representative for our MRO client in the aerospace industry. The ideal candidate will have experience in customer service within an aerospace or technical environment, with a focus on providing exceptional support to clients. Key Responsibilities: Serve as the primary point of contact for customers, addressing inquiries and resolving issues related to MRO services. Process orders, track shipments, and manage customer accounts to ensure satisfaction. Coordinate with internal teams to ensure timely and accurate delivery of services. Maintain detailed records of customer interactions and transactions. Provide clients with regular updates on service status and any changes to their orders. Qualifications: Associate degree or equivalent experience in customer service or a related field. 2-4 years of experience in customer service within the aerospace industry. Strong problem-solving skills and attention to detail. Excellent verbal and written communication skills. Proficiency in CRM software and Microsoft Office Suite.
    $27k-36k yearly est. 60d+ ago
  • Registered Representative - State Farm Agent Team Member

    Rick Sanchez

    Finance service representative job in Miami, FL

    Responsive recruiter Replies within 24 hours About our Agency: Our agency has been proudly serving the Miami community since 1990 and expanded to Boca Raton in 2012. With a combined team of 20 dedicated insurance professionals, we are proud to be nationally ranked and top-producing year after year. Over the past 30+ years, we've celebrated our team's success with incredible, fully-paid trips to destinations like New York, the Caribbean, Las Vegas, Quebec, and more-next stop, Madrid, Spain! Rick Sanchez, our agency owner, is a graduate of Saint Thomas University, where he played Division I collegiate baseball. As a man of faith, Rick is passionate about making a difference in the lives of his team and clients. He's an avid supporter of charities such as Boys & Girls Clubs of America and St. Jude Children's Research Hospital. Our office culture is all about family, respect, and collaboration. We focus on providing every team member with the tools, training, and support they need to succeed. By fostering trust, confidence, and accuracy, we ensure that our team members thrive professionally while also creating financial opportunities for their families. We're looking for candidates with strong communication skills, a positive phone presence, organizational abilities, and tech-savviness to work within our systems. While being bilingual (English/Spanish) is a plus, it's not a requirement. If you're looking for a rewarding career in a supportive, growth-oriented environment, we'd love to hear from you! Responsibilities: Establish customer relationships and follow up with customers, as needed. Use a customer-focused, needs-based review process to educate customers about insurance options. Develop leads, schedule appointments, identify customer needs, and market appropriate products and services. As an Agent Team Member, you will receive... 401K Salary plus commission/bonus Health benefits Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus Requirements: Interest in marketing products and services based on customer needs Excellent communication skills - written, verbal and listening People-oriented Detail oriented Proactive in problem solving Able to learn computer functions Ability to work in a team environment Bilingual Spanish If you are motivated to succeed and can see yourself in this role, please complete our application. 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. Compensation: $60,000.00 - $90,000.00 per year Are You Driven & Ambitious? This busy insurance and financial services office has a passion to make a difference in the lives of others and better the community. We are an established, growth-oriented agency with a team of highly motivated individuals. We attribute our success to having a fun, energetic environment that is an enjoyable place to work. We want to work alongside those who are equally committed to excellence and personal achievement. If you want to work in an environment that is fun, challenging, and rewarding, then Rick Sanchez - State Farm Agent may be the right fit for you! About Our Agency Our office is located in various parts of Florida. We look forward to speaking with you! State Farm agents are independent contractors who hire their own employees. State Farm agents' employees are not employees of State Farm. Agents are responsible for and make all employment decisions regarding their employees.
    $60k-90k yearly Auto-Apply 60d+ ago
  • Financial Service Representative

    The Check Cashing Store

    Finance service representative job in Coral Springs, FL

    Are you a dynamic and driven sales professional? If so, Momentum Financial Services Group 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: 8071 West Sample Road 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 financial services and sales experience Have a passion for customer service Have previous cash handling experience Have a high school diploma or equivalent About us: Momentum Financial Services Group is a top financial services 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 6d ago
  • Financial Services Representative - State Farm Agent Team Member

    Darrell Shelton-State Farm Agent

    Finance service representative job in Coral Springs, FL

    Job DescriptionBenefits: 401(k) Bonus based on performance Health insurance ROLE DESCRIPTION: As a Finacial Services Rep with Darrell Shelton State Farm, you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency. RESPONSIBILITIES: Consult customers with financial planning and investment options. Assist customers with portfolio management and asset allocation. Conduct financial reviews and recommend appropriate products. Maintain compliance with financial regulations. QUALIFICATIONS: 3+ years of experience in financial services. Analytical and communication skills. FINRA Series 6 and 66 licenses preferred. Florida 2-15 Life, Health, Variable Annuities License
    $25k-40k yearly est. 23d 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 51d ago

Learn more about finance service representative jobs

How much does a finance service representative earn in Lauderdale Lakes, FL?

The average finance service representative in Lauderdale Lakes, 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 Lauderdale Lakes, FL

$32,000

What are the biggest employers of Finance Service Representatives in Lauderdale Lakes, FL?

The biggest employers of Finance Service Representatives in Lauderdale Lakes, FL are:
  1. The Check Cashing Store
  2. Memorial Healthcare System
  3. Darrell Shelton-State Farm Agent
  4. Jessica Alvarez-State Farm Agent
  5. Stribbons Packaging
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