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Experienced Equities Trader - Miami, FL
SMB Capital 3.8
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
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Airport Services Officer - MIA
The Emirates Group 4.6
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 8d 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. 16d 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
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. 60d+ ago
Cocoa Trader
Stonex Group Inc. 4.7
Finance service representative job in Miami, FL
With 4,500+ employees and over 300,000 commercial, institutional, payments, and retail clients, we operate from more than 70 offices spread across six continents. As a Fortune 100, Nasdaq-listed provider, we connect clients to the global markets - focusing on innovation, human connection, and providing world-class products and services to all types of investors. Whether you want to forge a career connecting our retail clients to potential trading opportunities, or ingrain yourself in the world of institutional investing, StoneX Group is made up of four business segments that offer endless potential for progression and growth.
Business Segment Overview
Commercial: With boots on the ground authenticity at the heart of everything we do, our comprehensive array of commercial products and services enable you to work directly with our clients, across hedging, risk management, execution and clearing, OTC products, commodity finance and more
Job purpose:
We are looking to hire a Cocoa Trader who will be responsible for the trading and procurement of cocoa beans within the US market.
Responsibilities
Responsibilities
* Support all aspects of the US cocoa operation, including trading, procurement, logistics, and operational supervision.
* Perform the physical trade of cocoa beans, driving internal origin flows and market presence across the US.
* Take ownership of bean trade positions, including market, basis, structure, arbitrage, and FX exposure.
* Collaborate with the financing team to optimise financial processes and reduce stock carrying costs.
* Liaise with leadership teams on P&L analysis, annual budgets, and exchange-related activities while representing the business with customers, institutions, and industry events.
Qualifications
To land this role you will need:
* Extensive trading experience within cocoa and deep knowledge of the US market.
* Demonstrated track record of delivering positive P&L results in commodity trading.
* Strong analytical skills with the ability to interpret data and make commercial decisions.
* Detail-oriented with excellent organisational capabilities.
Permanent, full-time, #LI-SD1
$62k-107k yearly est. Auto-Apply 11d ago
Part Time Associate Banker South Miami (30 hours)
JPMC
Finance service representative job in Miami, 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
$79k-149k yearly est. Auto-Apply 60d+ ago
Customer Service Representative
Fastsigns 4.1
Finance service representative job in Miami, FL
Do your friends and co-workers refer to you as a people person? Have friends or people told you or suggested you go into sales? Do you enjoy working with people? Do you enjoy helping people solve problems by offering advice and consultation? Are you looking for a job that offers constant learning, skills growth and a career path? If so we are looking for employees just like you in the ever-changing Sign Industry. As a FASTSIGNS Customer ServiceRepresentative, you will be the initial contact with current customers as well as prospective customers in our FASTSIGNS Center. You will work with customers in numerous ways such as email, telephone, in-person and at their place of business. You will be working to build long-lasting relationships by turning prospects into customers and then into long term clients. The sign industry is ever changing and dynamic. All you have to do is look all around and you'll see there are signs of all types everywhere. You will never be bored working in the sign industry as even the smallest of jobs up to very large projects are unique and highly customized. FASTSIGNS is the franchise industry leader with over 700 locations in many countries worldwide. We have the most extensive training programs both online and in-person in the industry. Working for FASTSIGNS will allow you to grow your personal and business skills. At FASTSIGNS we pride ourselves on the best customer service in the Sign Industry and to prove it we survey our customers to ensure we constantly improve our service. Our ideal candidate for this position is someone who is outgoing, responsive, eager to learn and has the ability to build relationships. Great listening skills, documentation and organization are highly valued in candidates for this position. You will learn to prepare estimates, implement work orders and ensure timely delivery of finished orders. You will be involved in daily team meetings, execute business and marketing plans and be intimately involved in the success of the FASTSIGNS Center. We are not just looking for just anyone to fill this position, we are looking for someone that believes they are the best! We don't consider this position as an entry-level we consider the position a stepping stone for any individual who wants a career path and personal growth in their life. If you think you have what it takes to be successful in this dynamic industry we encourage you to apply. Are you that person?
Salary is based on experience. Compensation: $14.00 - $20.00 per hour
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.
$14-20 hourly Auto-Apply 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
Finance service representative job in Fort Lauderdale, FL
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. Auto-Apply 25d ago
U.S. Private Bank - Private Banker - Associate
Jpmorgan Chase & Co 4.8
Finance service representative job in Miami, FL
JobID: 210669817 JobSchedule: Full time JobShift: Day : We are actively looking for exceptionally talented individuals who are collaborative, confident and motivated to provide a first-class experience to clients within J.P. Morgan's U.S. Private Bank. If you have an entrepreneurial mindset and are looking to constantly challenge yourself, J.P. Morgan is the place for you. You will be working alongside a team of talented colleagues from other markets, businesses and functions to provide you with the opportunity to take your career to the next level.
As a Private Banker Associate in the U.S. Private Bank, you are responsible for providing support to a Senior Banker in all facets of managing their books of business. You will play a key role assisting a Senior Banker in new client acquisition and retention through a broad knowledge of investments, banking, trust services and financial planning. Your primary goal is to enhance client experience and assist our resources with delivering a complete wealth management solution to clients.
Job Responsibilities
* Provide leverage to the Senior Banker on daily client priorities
* Support the Senior Banker during the sales process and ongoing client management, which includes reviewing and building pitch books, coordinating information, communicating with clients and executing on client needs
* Support the Senior Banker on client hierarchy and pipeline management
* Assist the Senior Banker in the sale of investments, banking and trust services including, but not limited to: asset allocation on structured portfolios, managed portfolios, brokerage accounts, portfolio reviews, deposit and loan solutions, basic trust and estate products, and identification of wealth planning opportunities
Required Qualifications, Capabilities, and Skills
* Bachelor's Degree required
* Series 7 & 66 licenses required for position; unlicensed candidates considered, but required to obtain licenses within 90 days of start date
* Sales/origination experience
* Coachable professional with good business acumen
Preferred Qualifications, Capabilities, and Skills
* MBA, JD, CFA, or CFP preferred
* Excellent communication skills
* Strong analytical and quantitative skills
* Ability to multi-task and manage priorities effectively
* Ability to learn proprietary software and databases; ability to master wealth planning software, including Planning Station modules, WA models, MAPS/CHART (as appropriate)
$34k-85k yearly est. Auto-Apply 60d+ ago
Jr. Private Banker
Itau 3.6
Finance service representative job in Miami, FL
Duties & Responsibilities
• Support the expansion of the private banking business by generating and following up on leads with existing and prospective clients, and assessing & delivering on their overall banking, investment, and wealth planning needs
• Identify and deliver appropriate banking products & services demonstrating simplicity, guidance, knowledge, and experience, after conducting an in-depth client needs assessment and analysis
• Work collaboratively with the investment & advisory team, product experts and other business areas in order to maximize the client experience, engender trust and cooperation, identify synergies and referral opportunities, and maximize the depth of the product & service platform offered to current and prospective clients.
• Meet and exceed client expectations by consistently providing exceptional customer service in a professional, positive, thorough and timely manner.
• Demonstrate a proactive attitude by providing clients with thoughtful and relevant information and insight
• Develop and maintain a disciplined approach to sound account management practices by conducting rigorous account reviews on a consistent basis
• Maintain required documentation of the book (W8, KYC updates etc.)
• Efficiently manage client communication, including business travel plans
• Identify sources for prospects, defining a methodology to maximize client acquisition efforts
• Compliance with BSA/AML laws, rules, regulations and the bank's BSA/AML policies and procedures
. Compliance with Anti-Money Laundering and Bank Secrecy Act related principles, laws, rules and regulations, as well as Itau's related policies and procedures.
Qualifications
• Bachelor's degree in business administration or related field
• FINRA Series 7 required
• Demonstrated knowledge of private banking investments, products and services
• Superior sales and relationship management skills
• Outstanding analytical and organizational skills
• Exceptional interpersonal and influence management capabilities
• Superb oral & written communication skills
• Ability to work well with multiple teams
• Fluency in Spanish and English
$44k-96k yearly est. 55d ago
Kohler Signature Store - Customer Service Respresentative
Wool Plumbing Supply 2.9
Finance service representative job in Pinecrest, FL
KOHLER Signature Store by Wool Supply 10025 S Dixie Hwy, Pinecrest, FL 33156 Store Website: kohlersouthmiami.com Virtual tour: ************************************ AGmf1zqLX
About the Store
The Kohler Signature Store is a 4,000 sqft luxury kitchen and bath, tile, and lighting retail store in Pinecrest, Florida. The store has everything you need to design the kitchen and bathroom of your dreams. Open 7 days a week, the store features products from Kohler, Robern, Ann Sacks, and Kallista. Kohler is the largest kitchen & bath brand in the world.
Job Description
The Customer ServiceRepresentative will serve as the initial contact for our clients. The CSR will be responsible for greeting clients as they enter the store. They will speak with the clients to determine their needs and qualify the opportunities to either connect them with a sales consultant, or give them a tour of the store. The CSR will also be responsible for handling the phone system, coordinating deliveries with the warehouse, scheduling releases with clients, in addition to running credit card payments. Other administrative tasks may be required. Candidates who seek part-time or full-time hours are encouraged to apply. This position may develop into a full-time design sales consultant opportunity if the candidate is willing to learn our products. The candidate should be comfortable working in a fast-paced high-traffic retail store. The store is open seven days per week, and the preferred candidate will be able to work on Saturdays and/or Sundays.
About KOHLER
Founded in 1873 and headquartered in Kohler, Wisconsin, Kohler is one of America's oldest and largest privately held companies. With more than 50 manufacturing locations worldwide, Kohler is a global leader in the design, innovation and manufacture of kitchen and bath products; engines and power systems; luxury cabinetry and tile; and owner/operator of two of the world's finest five-star hospitality and golf resort destinations in Kohler, Wisconsin, and St. Andrews, Scotland. For additional details, please visit kohler.com.
The Kohler Signature Store is owned and operated by Wool Supply. Wool Supply is a privately held, family owned South Florida business. Please visit woolsupply.com and woolkb.com to find out more about the company, and kohler.com, robern.com, annsacks.com, and kallista.com to learn more about the products featured in the store.
$22k-31k yearly est. 60d+ ago
Customer Service Rep(05193) - 437-439 E 49th St
Dev 4.2
Finance service representative job in Hialeah, FL
Domino's Customer Service Reps perform customer service duties and pizza making duties. They are responsible for providing quality customer service as well as making our delicious food with pride. Why work for us: • Schedule - We offer flexible scheduling & opportunities for overtime
• Perks - Discounts on menu items, safe work environment, & opportunities for growth
• Benefits - Domino's offers excellent benefits (eligibility dependent on hours worked/week)
What we're looking for in our Store Team Members:
• Demonstrates ability to maintain food and team member safety
• Excellent customer service skills
• Ability to operate store technology
• Ability to assist with store operations
Qualifications
Minimum job requirements:
• Must be 16 years of age or older
Additional Information
At Domino's, we are a brand of honesty, transparency and accountability and we want exceptional people like you to join our team! We have continued to prove we “Put our People First” by making sure our work environment is safe and provides stability for you as a team member. The brand continues to deliver the “Power of Possible” to local Domino's store owners, 90% of which started as delivery drivers and pizza makers in our stores!
$22k-30k yearly est. 1d ago
Financial Services Representative - State Farm Agent Team Member
Richard Cossio-State Farm Agent
Finance service representative job in Miami, FL
Job DescriptionBenefits:
Bonus based on performance
Flexible schedule
Training & development
ROLE DESCRIPTION: As a FinancialServicesRepresentative with Richard Cossio 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. This position offers a base compensation of $40,000 plus commissions
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:
2+ years of experience in financialservices.
Analytical and communication skills.
FINRA Series 6 and 65 licenses preferred.
$40k yearly 4d ago
Sales Mananger
Murgado Automotive Group 4.0
Finance service representative job in Miami, FL
Brickell Mazda, a distinguished member of the Murgado Automotive Group, is renowned for delivering top-quality vehicles and exceptional customer service. We pride ourselves on our commitment to excellence, integrity, and creating a positive work environment. Our team is passionate about the automotive industry and dedicated to providing an outstanding experience for both our customers and employees. We are currently seeking an experienced and dynamic Sales Manager to lead our sales team and drive the success of our dealership.
Position Overview:As the Sales Manager, you will oversee the sales department, develop strategies to achieve sales targets, manage and mentor the sales team, and ensure an outstanding customer experience. You will play a pivotal role in fostering a high-performance sales culture and maintaining our dealership's reputation for excellence.
Key Responsibilities:Leadership & Management:Lead, mentor, and motivate the sales team to achieve individual and team sales targets.Conduct regular sales meetings, performance reviews, and training sessions to enhance team skills and performance.Recruit, hire, and onboard new sales staff as needed.Sales Strategy & Execution:Develop and implement effective sales strategies to maximize vehicle sales and profitability.Monitor market trends, competitor activities, and customer preferences to adjust sales approaches.Set and track sales goals, ensuring alignment with dealership objectives.Customer Experience:Ensure a high level of customer satisfaction by overseeing the sales process from initial contact to final sale.Handle high-profile customer interactions and resolve any escalated customer issues.Foster long-term customer relationships and encourage repeat business and referrals.Operational Management:Oversee daily sales operations, ensuring compliance with company policies and procedures.Manage inventory levels in coordination with the parts and finance departments.Collaborate with marketing to develop and execute promotional campaigns and events.Reporting & Analysis:Prepare and present regular sales reports, analyzing performance metrics and identifying areas for improvement.Utilize dealership management software (DMS) and CRM tools to track sales activities and customer interactions.
Qualifications:Experience:Proven experience as a Sales Manager or in a similar leadership role within the automotive industry.Demonstrated success in achieving and exceeding sales targets.Skills:Strong leadership and team management abilities.Excellent communication, negotiation, and interpersonal skills. Bilingual preferred- English & Spanish Strategic thinker with the ability to develop and implement effective sales strategies.Proficiency in dealership management software (DMS) and CRM systems.Strong analytical skills to interpret sales data and make informed decisions.Education:High school diploma or equivalent required; a degree in Business, Marketing, or a related field is preferred.Other Requirements:Valid driver's license with a clean driving record.Ability to work flexible hours, including evenings and weekends as needed.
Benefits:Competitive Compensation: Attractive base salary with performance-based bonuses and incentives.Comprehensive Benefits: Health, dental, and vision insurance, 401(k) plan with company match, paid time off, and more.Career Growth: Opportunities for professional development and advancement within the Murgado Automotive Group.Employee Discounts: Significant discounts on vehicle purchases, parts, and services.Supportive Environment: A positive, team-oriented work culture that values collaboration and excellence.Training: Access to ongoing training programs to enhance your skills and knowledge.
Why Join Murgado Automotive Group?At Murgado Automotive Group , we believe in fostering a work environment where our employees can thrive and grow. As a Sales Manager, you will be part of a reputable dealership known for its commitment to quality and customer satisfaction. We offer a supportive team, opportunities for career advancement, and a workplace that values your contributions and dedication.
How to Apply:Ready to take your career to the next level with a leading automotive dealership? Apply today by submitting your resume and a cover letter detailing your relevant experience and why you are the perfect fit for the Sales Manager role at Brickell Mazda.
Murgado Automotive Group is an equal opportunity employer. Murgado Automotive Group does not discriminate in employment on account of race/ethnicity, color, religion, national origin, gender, sexual orientation/transgender status, age disability, martial/parental status, citizenship status, military status, political affiliation and/or beliefs, pregnancy, order of protection status or other non-merit status.
We are an employer who participates in the E-verify program with the Department of Homeland and Security.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
$38k-62k yearly est. Auto-Apply 60d+ ago
Financial Services Representative I - Miami Gardens Walmart
Dade County Federal Credit Union 4.4
Finance service representative job in Doral, FL
FinancialServiceRepresentative - Miami Gardens Walmart Branch
Starting Salary:
$20.00 per hour
Responsibilities include cross-selling credit union products and services that meet our member's financial needs. Candidate will provide account services and resolve member inquiries. This is a high contact position requiring the ability to communicate face to face effectively with prospective/current members and to represent the credit union in a positive and professional manner. Candidate will also be part of the Float Staff which requires to go to various branches as needed.
Essential Duties & Responsibilities:
Process all financial transactions and member inquiries in an accurate and timely manner.
Accepts sales goals and understands the role played in achieving branch's sales goals.
Establishes good rapport with members.
Possesses thorough knowledge of Dade County Federal Credit Union products and services.
Recognizes selling opportunities and effectively cross-sells credit union products and services to build member relationships.
Performs new account openings and all other related platform functions.
Has a thorough understanding of credit union loan products and handles all loan applications, including but not limited to accepting the loan application with all the required information. .
Obtains all required licenses as established by Credit Union.
Handles inquiries, concerns and requests from members and employees.
Handles all account maintenance, all service related member needs and communicates to higher authority, when necessary.
Willingly assists all departments as requested.
Complies with all Bank Secrecy Act (BSA) regulations and standards. Attends all required BSA training.
Willing to assist in any other areas as requested.
Requirements:
Intermediate PC skills are required, MS Office and Windows necessary.
Candidate must have excellent written and verbal communication skills.
Candidate must be detailed oriented and display excellent mathematical skills.
Schedule to include extended branch and Saturday hours .
Candidate must have the ability to travel throughout the branch network to provide staffing assistance at all branch locations.
High school diploma or equivalent required.
Bilingual: English and Spanish, Highly Desirable
Dade County Federal Credit Union requires certain positions to obtain a Florida 2-11 Credit Life/Credit Disability License in order to perform the duties required of the position. DCFCU is responsible for fees associated with this licensing process.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability or protected veteran status.
$20 hourly Auto-Apply 19d ago
Private Banker (MIAMI)
Pacifica Continental
Finance service representative job in Miami, FL
Our client is a European bank with a presence in 11 countries where it offers specialized services in the management of large fortunes. They as looking for an experienced Private Banker Responsibilities • Develop and maintain relationships with existing and prospective clients.
• Provide comprehensive financial planning and investment advice.
• Manage client portfolios
• Execute transactions on behalf of clients
Qualifications
• 5+ years of experience in private banking
• Strong network of contacts in Latin America
• Bachelor's degree in finance or a related field
• SEC Series 65 or 66 license Benefits
• Competitive salary and benefits package
• Opportunity to work with a global team of experienced professionals
• Chance to make a significant impact on the lives of our clients
• Hybrid work model
$32k-71k yearly est. Auto-Apply 60d+ ago
Aerospace MRO Customer Service
Terrelonge Staffing
Finance service representative job in North Miami, FL
Terrelonge Staffing is recruiting a dedicated Customer ServiceRepresentative 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
Financial Service Representative
The Check Cashing Store
Finance service representative job in Hollywood, FL
Are you a dynamic and driven sales professional?
If so, Momentum FinancialServices 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: 240 State Road 7
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!
$25k-40k yearly est. Auto-Apply 15d ago
Learn more about finance service representative jobs
How much does a finance service representative earn in Miami, FL?
The average finance service representative in Miami, FL earns between $21,000 and $50,000 annually. This compares to the national average finance service representative range of $25,000 to $58,000.
Average finance service representative salary in Miami, FL
$32,000
What are the biggest employers of Finance Service Representatives in Miami, FL?
The biggest employers of Finance Service Representatives in Miami, FL are: