Member service representative jobs in Casa Grande, AZ

Administrative Services Officer 4 Months Phoenix, AZ Hybrid The hybrid schedule is not a set schedule, but rather occasional days in office. Ensure time records are completed, process one-time payments in AZ360 HRM, prepare manual journal entries for payroll errors, audit payroll record and reconciliations. Complete research requests for payroll. Process travel reimbursement claims. Prepare agency transfers. Process vendor payments. Required Skills 3+ Years in an Accounting Position 3+ Years of Payroll Experience Proficient in Google Suite and/or Excel Preferred Skills AZ360 Experience

Vaco Phoenix is partnering with a client in Tempe, AZ who has an immediate need for multiple Customer Service Representatives to join their growing team. The ideal candidates will have at least one year of call center experience and strong data entry skills. These are contract-to-hire opportunities offering up to $25 per hour, and the positions are 100% onsite. The roles are set to start next week, so don't miss this chance to join a dynamic and expanding organization! Responsibilities: * Manage a high volume of inbound and outbound calls, ensuring efficient communication with customers. * Maintain strong knowledge of company products and services to provide accurate information and support. * Respond promptly to customer inquiries via phone, email, and online channels. * Resolve customer issues with professionalism and a focus on satisfaction. * Assist users with navigating the system and completing their orders. * Accurately document customer interactions and feedback for future reference and improvement. Qualifications: Call Center Support- 1 year of experience Data Entry- 1 year of experience Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan.

Aerotek has an immediate opening for an ONSITE Customer Service Representative (Intake Compliance Analyst) at the corporate office in Tempe, AZ. Compensation: $21.63/hrs (annualized at $45,000) + quarterly bonuses Hours: Monday - Friday | 9am - 6pm Essential Functions: Triages all incoming calls regarding new and existing workers' compensation claims. Intake new claims and act as liaison between employee and Third-Party Administrator (TPA). Refer injured workers to treatment facilitates and arrange for transportation when needed. Assist with facilitating post-accident drug testing. Assist adjuster in investigation of claims by gathering and forwarding information needed to analyze liability and root cause of accident. Enter claim data into various claims management systems. Answer incoming calls from clients, contractors, field office representatives, claims adjusters, attorneys, and physicians. Places outgoing phone calls to claimants, clients, field office representatives, claims adjusters, attorneys, and physicians to follow up on incidents. Review and verify Injury Reporting forms prior to submission to ensure that accurate information regarding the claim has been provided. Obtain additional information or clarification when needed. Collect and submit required paperwork to TPA. Assist with return-to-work process. Send Acknowledgment letters and post-incident paperwork to various. Make effective and appropriate decisions. Interpret and effectively communicate policies and procedures, including read, understand, and apply complex materials. Use proper grammar, spelling, and punctuation in all communications. Prepare clear and concise documentation in written and oral communications. Comfortable with working in a team environment. Perform clerical tasks and projects as assigned. Qualifications: High School Diploma required. Minimum one (1) year customer service experience required. Prior insurance experience in claims and/or call center experience preferred. Experience performing highly, independent, complex clerical work involving extensive record keeping. Ability to operate a computer keyboard with accuracy and speed. Experience with using multiple software and platforms. Ability to work under stringent deadlines to include prioritizing work in a high-volume multi-task environment with numerous interruptions. Deal effectively and professionally with adverse and difficult situations. Establish and maintain effective partnerships both internally and externally.

The Administrative Services Officer will perform high-volume administrative functions supporting departmental operations. The role requires strong organizational ability, attention to detail, responsiveness, and comfort with frequent task switching. This individual will work closely with managers and team members, maintain confidential data, and manage multiple communication channels in a fast-paced environment. Key Responsibilities Monitor and manage shared team email inbox multiple times daily Save and organize incoming documents Track data in spreadsheets and dashboards Meet daily with manager for status updates Attend multiple weekly meetings with team members Report late responses or outstanding tasks to management Draft and format letters, emails, and general correspondence Manage calendar scheduling and event coordination Be consistently available via Google Meet, chat, or phone (15-30-minute increments) Handle confidential and sensitive information Perform additional administrative duties as assigned Required Skills Strong computer skills Experience in high-volume administrative roles Ability to shift tasks frequently and maintain flexibility Ability to follow structured workflows Proficiency in Google Suite Experience using business software systems Ability to respond quickly and professionally to emails and requests Preferred Skills Prior administrative experience Administrative-related certifications Education Requirements High School Diploma or GED (Required)

Why USAA? At USAA, our mission is to empower our members to achieve financial security through highly competitive products, exceptional service and trusted advice. We seek to be the #1 choice for the military community and their families. Embrace a fulfilling career at USAA, where our core values - honesty, integrity, loyalty and service - define how we treat each other and our members. Be part of what truly makes us special and impactful. The Opportunity It is all about learning and growing. Our Licensed Insurance Customer Service role may be a new career for you. There's a lot to learn, but the journey is mapped out and USAA is willing to invest in you! Our comprehensive, fully paid six-month training program includes all training materials, class discussions, hands-on training, e-learning modules, and the instructor led guidance will help you to support our membership independently. We also pay for all licensing costs! We have new training classes starting every month. Our in-office development program provides you the training you need on USAA products and the encouragement to create a proactive and independent support style to service our membership. After six months in-office, you'll have the opportunity to work offsite 2 days a week. The actual onsite days are settled between each employee and their manager. Work schedules will vary and may include some weekends. Military veterans and spouses are highly encouraged to apply. Relocation assistance is not available for this position. For new hires starting in September, October and November we are offering a signing bonus of $2,000. The signing bonus is paid in one installment after 45 days of employment. We are currently seeking dedicated Property & Casualty (P&C) active producer/agents with an ACTIVE P&C producer agent license to work in our Phoenix office. This schedule requires working evenings until 8:30PM Local Time to include a permanent Saturday or Sunday. This role include a shift differential of 15% for hours worked after 6:00pm Local Time and any hours worked on Saturday or Sunday. As a Licensed Insurance Customer Service Representative, you'll work within defined guidelines and framework, to provide customer service, sales, and retention activities for one or more of USAA's Property & Casualty personal line products. You will interact with our members across multiple contact channels (i.e. inbound phone calls, email, chat, social media, etc.) to provide adequate coverage and advice to help ensure members' financial security. What you'll do: Facilitate the member experience by answering phone calls, emails, and other requests from members. Apply developing knowledge of personal lines insurance to assist members with foundational to moderately complex quotes, binding new business, rating, policy, billing, payment, underwriting, contract and coverage provisions, and premium changes for insurance products and services. Also, maintain respective trailing documents for all states. Identify, assess and understand member needs and consistently provide complete and accurate advice and solutions for insurance products and services. Provide detailed issue diagnosis while minimizing transfers, escalations and call backs. Efficiently operate in a contact center environment and navigate multiple systems/programs while maintaining an engaging member interaction that occurs across multiple channels. Maintain required Property & Casualty (P&C) licenses and state registrations. Ensure risks associated with business activities are effectively identified, measured, monitored, and controlled in accordance with risk and compliance policies and procedures. What you have: High School Diploma or GED equivalent Currently ACTIVE Property and Casualty or Personal Lines license in your current state of residence/or state of hire and ability to acquire additional licenses for other states as needed 1 year of customer service experience in insurance, financial services and/or relevant direct customer service and/or sales experience Ability to prioritize and multi-task, including navigating through multiple business applications What sets you apart: US military experience through military service or a military spouse/domestic partner Prior experience in a fast-paced contact center environment Compensation range: The hiring range for this position is: $47,529 - $50,029. Compensation: USAA has an effective process for assessing market data and establishing ranges to ensure we remain competitive. You are paid within the salary range based on your experience and market data of the position. The actual salary for this role may vary by location. Employees may be eligible for pay incentives based on overall corporate and individual performance and at the discretion of the USAA Board of Directors. The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job. Benefits: At USAA our employees enjoy best-in-class benefits to support their physical, financial, and emotional wellness. These benefits include comprehensive medical, dental and vision plans, 401(k), pension, life insurance, parental benefits, adoption assistance, paid time off program with paid holidays plus 16 paid volunteer hours, and various wellness programs. Additionally, our career path planning and continuing education assists employees with their professional goals. For more details on our outstanding benefits, visit our benefits page on USAAjobs.com Applications for this position are accepted on an ongoing basis, this posting will remain open until the position is filled. Thus, interested candidates are encouraged to apply the same day they view this posting. USAA is an Equal Opportunity Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, or status as a protected veteran.

We are looking for a highly organized and proactive Administrative Services Officer to join the State of Arizona. In this role, you will provide essential administrative support to a busy team, and maintain regular communication with your manager and team members. The ideal candidate is adaptable, detail-oriented, and comfortable working in a fast-paced environment where responsiveness and collaboration are key. Responsibilities: Reviewing team email inbox multiple times per day Saving documents received Tracking information in spreadsheets and on dashboards Meeting daily with manager Meeting multiple times per week with team members Reporting to manager on late responses Creating letter and email correspondence Maintaining calendar events Being available via google meetings, chats, or telephone (constant - 15-30 minute increments) Managing confidential data Other duties assigned Required Skills: Strong computer skills Experience in high volume roles Ability to change tasks frequently Flexibility Following set workflows Google Suite Experience in business software Responding to emails and requests quickly Required Qualifications: Education: High School Diploma/GED Proficient in Microsoft Word, Excel and Google Workspace Skills Preferred: Administrative experience or other administrative certifications

Bilingual applicants only. Our ideal candidate loves talking to people and proactively solving issues. Construction or insurance billing background is a plus. Responsibilities Communicate with customers via phone, email and chat. Provide knowledgeable answers to questions about product, pricing and availability. Work with internal departments to meet customer's needs. Data entry in various platforms. Executing daily tasks. Qualifications Bilingual: English (fluent) & Spanish (fluent) At least 1 - 3 years of relevant work experience. Excellent phone etiquette and excellent verbal, written, and interpersonal skills. Ability to multi-task, organize, and prioritize work. Benefits Health Insurance (medical, prescriptions, preventive care) Dental & Vision Insurance Paid Time Off

Your Career at Cox From the valued customers we connect through our innovative communications services, to the employees we unite through exciting career opportunities, Cox is all about bringing people together and enhancing their lives. Cox is known for its pioneering efforts in cable, telephone and commercial services, industry-leading customer care, and its outstanding workplaces. We are always looking for talented professionals to join our team! Cox offers competitive salaries, an excellent benefits package (healthcare, pension, and 401k) and a best-in-class working environment. Cox is an equal employment opportunity employer, disabled/protected/veteran and a wholly owned subsidiary of Cox Enterprises. Learn more at: ******************** Statement to ALL Third Party Agencies and Similar Organizations: Cox Communications accepts resumes only from agencies with which we formally engage their services. Please do not forward resumes to our applicant tracking system, Cox Communications employees, or send to any Cox Communications facility. Cox Communications is not responsible for any fees or charges associated with unsolicited resumes. Job Description As a Customer Retention Representative, you will play a pivotal role in the continued stability and growth of our organization, by serving as a front-line representative of the Cox brand. The Customer Retention Representative is part of a supportive, service-oriented team that: • Responds to call center customer retention calls for all Cox residential services and product lines. • Identifies and resolves customer issues. • Exercises creative negotiation skills to motivate customers to continue using Cox services. • Offers additional or upgraded services, while providing a quality customer experience. • Lives the Cox Values, by demonstrating an approach towards people and work that is consistent with the overall values of the company. Unleash your potential with Cox Communications as a Customer Retention Representative, where you'll be enhancing the lives of our customers and your career. Primary Responsibilities and Essential Functions • Receive inbound retention calls from current customers, for sales and revenue generation, in a high-intensity call center environment. • Utilize proactive persuasive/retention skills to turn requests for disconnection or downgrade into sales and save opportunities by identifying customer needs. • Achieve monthly key performance metrics, call and order entry productivity standards, and call quality performance through utilization of persuasive skills, defined call flow structure, and adherence to provided schedule. • Educate customers on active product features, service offerings, billing, charges, and product value. • Understand and promote current marketing campaigns in order to sell to or save customers accurately and effectively. • Increase revenue through up-selling and cross-selling video, HSI, wireless, and telephony services to existing customers. • Research and review competitive pricing and service offerings in order to provide competitive price and product comparisons based on customer needs. • Responsible for utilizing multiple customer databases to access, change or input account information for customers. • Provide outstanding customer service, troubleshoot and resolve service and minor technical problems for customers by asking appropriate questions. • Creatively negotiate pricing and bundling by making offers of credits and/or discounts according to Company guidelines. • Complete installation, disconnect, transfer and seasonal downgrade orders and update customer accounts utilizing customer record database. • Other duties as assigned. Qualifications Minimum • HS diploma, GED, or relevant work experience. • Effective communication skills. • Excellent computer skills. • Demonstrated ability to multi-task. • Excellent interpersonal skills to work effectively with teams throughout organization. • Excellent ability to pursuade others through indirect influence. • Demonstrated ability to seek out and seize opportunities and take initiative with little or no direction. • Demonstrated ability to establish collaborative customer relationships in a fast-paced environment. • Demonstrated capacity to thrive in a high-change, often ambiguous business environment. • Eligibility to work in the United States. Preferred • Experience in telecommunications industry. Additional Information All your information will be kept confidential according to EEO guidelines. APPLY AT: ************************************************** (JOB CODE 142435)

DEPARTMENT OF ECONOMIC SECURITY Your Partner For A Stronger Arizona. DES works with families, community organizations, advocates and state and federal partners to realize our collective vision: A thriving Arizona. DES serves more than 3 million Arizonans. Our Mission is to strengthen individuals, families, and communities for a better quality of life. INTEGRATED SERVICE SPECIALIST Job Location: Address: Division of Developmental Disabilities (DDD) 1789 W. Jefferson - Phoenix, AZ 85007 "Statewide Opportunities" Posting Details: Salary: $50,000 - $60,000 Grade: 19 Closing Date: October 22, 2025 Job Summary: Would you like to be part of an amazing team that helps Arizonans thrive? At the Department of Economic Security (DES) we strengthen individuals, families, and communities for a better quality of life. DES is looking for individuals who are committed to service, community, and teamwork. To learn more about DES please visit des.az.gov, or click on the link here to view ‘Our DES' video. Come join the DES Team! DES, Division of Developmental Disabilities (DDD), is seeking an experienced and highly motivated individual to join our team as an Integrated Service Specialist. DDD provides individuals with developmental disabilities, and their families, services and supports that are flexible, high quality, and member driven. These services provide individuals with opportunities to exercise their rights and responsibilities of independent decision-making and engagement in the community. Applicants for this position cannot be licensed or certified by the DDD Office of Licensing Certification and Regulation, cannot have a principal interest in or have spouse or close family with principal interest in a DDD Qualified Vendor Agreement, and cannot be employed or subcontracted by a DDD Qualified Vendor. Job Duties: Essential Duties and Responsibilities include but are not limited to: • Reviewing and analyzing the Health Plan deliverables securing accuracy and timeliness; assisting with the completion of all Arizona Health Care Cost Containment System (AHCCCS) Network deliverables • Collaborating with AHCCCS, Administrative Services Subcontractors (AdSS) Health Plans, Divisional entities, and other stakeholders to develop tools and resources for statewide initiatives and deliverables; reviewing and evaluating documents, reports, contracts, and other network-related documents submitted to the Division by these entities • Participating in meetings with AHCCCS, AdSS Health Plans, qualified vendors, and other external entities; participating in operational reviews, oversight meetings, orientation sessions, provider meetings, and other meetings as indicated; conducting presentations and public speaking • Reviewing and analyzing various informational data to determine network sufficiency statewide related to the provision of professional services, and identifying geographical areas of the State requiring network development Knowledge, Skills & Abilities (KSAs): Knowledge of: • Federal and State Statutes and agency policies and procedures relating to the care and treatment of persons with developmental disabilities • Title XIX; Arizona Long Term Care Services (ALTCS); Division policies and procedures • AHCCCS policies and procedures; Qualified Vendor application process • AHCCCS Contract and AdSS Contract Skill in: • Demonstrating strong computer system use (Google Suites, Word/Excel and Tableau) • Performing statistical analysis; interpreting report trends, and developing a written summary analysis of the results • Technical and professional writing skills • Oral and written communication and public speaking Ability to: • Work independently with little to no supervision • Work on multiple projects at a time; problem solving • Work with diverse groups of people; maintain professional boundaries • Provide attention to detail to ensure accuracy and integrity of data while spotting errors or anomalies Selective Preference(s): The ideal candidate for this position will have: • Experience working with Qualified Vendor Application Process, ALTCS, or AHCCCS Contract and Integrated Health Plans and two (2) years of experience working with individuals with developmental disabilities is desired • A Bachelor's degree in social work, education, liberal arts, early childhood, business or related field Pre-Employment Requirements: • Successfully complete the Electronic Employment Eligibility Verification Program (E-Verify), applicable to all newly hired State employees. • Successfully pass background and reference checks; employment is contingent upon completion of the above-mentioned process and the agency's ability to reasonably accommodate any restrictions • If this position requires driving or the use of a vehicle as an essential function of the job to conduct State business, then the following requirements apply: Driver's License Requirements • All newly hired State employees are subject to and must successfully complete the Electronic Employment Eligibility Verification Program (E-Verify) Benefits: The Arizona Department of Economic Security offers a comprehensive benefits package to include: • Affordable medical, dental, life, and short-term disability insurance plans • Participation in the Arizona State Retirement System (ASRS) and long-term disability plans • 10 paid holidays per year • Vacation time accrued at 4.00 hours bi-weekly for the first 3 years • Paid Parental Leave-Up to 12 weeks per year paid leave for newborn or newly-placed foster/adopted child (pilot program). • Sick time accrued at 3.70 hours bi-weekly • Deferred compensation plan • Wellness plans • Tuition Reimbursement • Stipend Opportunities • Infant at Work Program • Rideshare and Public Transit Subsidy • Career Advancement & Employee Development Opportunities • Flexible schedules to create a work/life balance Learn more about the Paid Parental Leave pilot program here. For a complete list of benefits provided by The State of Arizona, please visit our benefits page Retirement: State employees are required to participate in the Arizona State Retirement System (ASRS), the State sponsored retirement contribution plan and the Long-Term Disability (LTD) program after a 27-week waiting period. The ASRS defined benefit plan provides for life-long income upon retirement. You will also have the option to participate in a voluntary deferred compensation program to take advantage of tax-deferred retirement investments. On, or shortly after, your first day of work you will be provided with additional information about the available insurance plans, enrollment instructions, submission deadlines and effective dates. Contact Us: For questions about this career opportunity, please contact Pio Guillen ************ or email ************************. The State of Arizona is an Equal Opportunity/Reasonable Accommodation Employer. Persons with a disability may request a reasonable accommodation such as a sign language interpreter or an alternative format by contacting Pio Guillen at ************ or ************************. Requests should be made as early as possible to allow time to arrange the accommodation.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training and Work Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 02/09 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, Open 24 Hours. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Compensation: Starting rate $20.00 per hour Posting Location: 2202 W Rose Garden Ln, Phoenix AZ 85027 @RWF22 Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

Why Wells Fargo: Are you looking for more? Find it here. At Wells Fargo, we're more than a financial services leader - we're a global trailblazer committed to driving innovation, empowering communities, and helping our customers succeed. We believe that a meaningful career is much more than just a job - it's about finding all of the elements to help you thrive, in one place. Living the Well Life means you're supported in life, not just work. It means having robust benefits, competitive compensation, and programs designed to help you find work-life balance and well-being. You'll be rewarded for investing in your community, celebrated for being your authentic self, and empowered to grow. And we're recognized for it - Wells Fargo once again ranked in the top three - making us the #1 financial services employer - on the 2025 LinkedIn Top Companies list of best workplaces “to grow your career” in the U.S. Join us! About this role: Wells Fargo is seeking an Associate Customer Service Representative in Everyday Banking. Find out why we're the #1 financial services company to grow YOUR career. Apply today. CSBB Operations delivers a diverse set of foundational operational and contact center services for the enterprise and to consumer, small business, and wholesale customers, providing stability, scalability, and security for Wells Fargo. Services include deposits, payments and ATM operations, global fraud and claims, account reconciliation, cash vault services, mail and courier solutions, print and image services, unclaimed property processing, legal order processing, estate care, and voice, email, chat, and social media services for consumer and small business customers. In this role you will: Support customers and seek ways to improve inquiries or issues from customers with empathy regarding financial products and services through a variety of channels such as phone, text, chat, video chat and other lines of communication in a fast-paced, high-volume environment Perform routine tasks such as answering inquiries, resolving problems and providing a best-in-class customer experience while adhering to work guidelines, policies, and regulations and navigating multiple computer systems Regularly receive direction from supervisor and escalate questions and issues to more senior employees Interact with team on basic information, plus internal or external customers Required Qualifications: 6+ months of Customer Service, Financial Services or Contact Center experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education Bilingual speaking and reading proficiency in Spanish/English Desired Qualifications: Ability to provide strong customer service while listening, eliciting information efficiently, comprehending, and resolving customer issues Ability to execute in a fast paced, high demand, metric driven call center environment Excellent verbal, written, and interpersonal communication skills with integrity and a high level of professionalism with all levels of employees and customers, while maintaining attention to detail and accuracy Military experience resolving complex issues via written or verbal communication, including but not limited to, supply action requests, updating personnel records, answering benefit or pay questions, resolving errors, researching questions and other needs as requested by customers Ability to meet or exceed business goals and objectives and navigate multiple computer systems, applications, and utilize search tools to find information Knowledge, understanding and experience of internet, mobile, and social media technology Job Expectations: Must be able to attend full duration of required training period This position is not eligible for Visa sponsorship Ability to work additional hours as needed Schedule may be eligible for a shift differential under the terms of the shift differential policy Must work on-site at the location posted Must complete and pass required language assessment Training and Work Schedule: You will receive in-depth classroom training, continued on-the-job training, and coaching to learn about Wells Fargo banking products, procedures, and services. Training class starts on 02/09 for 7 weeks. Training hours are 8:30 a.m. - 5:00 p.m. Monday - Friday. You are required to attend the full duration of this paid 7 weeks of training. We're open from Sunday - Saturday, Open 24 Hours. Your regular work schedule will be based on business need and will include working at least one weekend day and some holidays. Most schedules will be mid-shift or evening-shift. Compensation: Starting rate $20.00 per hour Posting Location: 2202 W Rose Garden Ln, Phoenix AZ 85027 @RWF22 Posting End Date: 1 Jan 2026 *Job posting may come down early due to volume of applicants. We Value Equal Opportunity Wells Fargo is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, disability, status as a protected veteran, or any other legally protected characteristic. Employees support our focus on building strong customer relationships balanced with a strong risk mitigating and compliance-driven culture which firmly establishes those disciplines as critical to the success of our customers and company. They are accountable for execution of all applicable risk programs (Credit, Market, Financial Crimes, Operational, Regulatory Compliance), which includes effectively following and adhering to applicable Wells Fargo policies and procedures, appropriately fulfilling risk and compliance obligations, timely and effective escalation and remediation of issues, and making sound risk decisions. There is emphasis on proactive monitoring, governance, risk identification and escalation, as well as making sound risk decisions commensurate with the business unit's risk appetite and all risk and compliance program requirements. Candidates applying to job openings posted in Canada: Applications for employment are encouraged from all qualified candidates, including women, persons with disabilities, aboriginal peoples and visible minorities. Accommodation for applicants with disabilities is available upon request in connection with the recruitment process. Applicants with Disabilities To request a medical accommodation during the application or interview process, visit Disability Inclusion at Wells Fargo. Drug and Alcohol Policy Wells Fargo maintains a drug free workplace. Please see our Drug and Alcohol Policy to learn more. Wells Fargo Recruitment and Hiring Requirements: a. Third-Party recordings are prohibited unless authorized by Wells Fargo. b. Wells Fargo requires you to directly represent your own experiences during the recruiting and hiring process.

At 4over, we are committed to building a diverse and inclusive workplace welcoming to people of all backgrounds. Providing our employees with job training and opportunities for growth, development, and advancement. We take pride in fostering a safe environment for all employees. Do you love solving problems, making someone's day better, and turning frustration into relief? Are you the type who listens first and finds solutions fast? Then you might be the next superstar on our Customer Success team! We're looking for a Customer Success Representative (CSR) who thrives on delivering top-notch service and building real connections with customers. In this role, you won't just answer questions-you'll be a trusted guide, a helpful expert, and a vital part of a company that values empathy, initiative, and people-first thinking. Whether it's by phone or virtual chat, you'll bring your communication skills, patience, and positivity to every interaction. If you're passionate about helping others, solving challenges, and being part of a supportive, high-performing team-this is the opportunity you've been waiting for. Bilingual in English and Spanish is highly desirable. Summary: The Customer Success Representative (CSR) plays a key role in delivering exceptional support and solutions within a contact center environment. This role focuses on building strong customer relationships by actively listening, understanding individual needs, and implementing effective solutions. The CSR is responsible for resolving a wide range of inquiries and issues through customer education, proactive follow-up, and a commitment to creating a positive and professional customer experience. Schedule: Monday-Friday, eight or more hours per day, five days per week based on business needs. Primary schedule will be 8:30 AM - 5:30 PM, or similar. This is an in-person position. Salary Range: $18 - $19 hourly. Upon successful completion of the Level 1 Certification Test, employees will receive a $1/hour increase to their base pay rate. Expected tentative start date for this cohort is November 3rd. Compensation commensurate with experience. At this time, we are not engaging with agencies or third-party recruiters. Thank you for your understanding. Essential Duties and Responsibilities include the following: * Educate and assist customer base on company website, products, and services * Resolve customer concerns in a quality-oriented way to produce a positive outcome either via telephone, through virtual chat, or a combination of the two * Provide customer feedback to department for new product and resource development * Accurately notate and record each customer interaction to ensure all accounts are updated * Be a knowledgeable point of contact for both new and existing customers * Handle complex requests with patience, professionalism, and empathy * Review and resolve situations in a timely manner by identifying customer concerns * Demonstrate a sense of urgency and dedication to exceed customer expectations and earn customer loyalty through accuracy, efficiency, courtesy, and knowledge * Listen actively and intently to gain a full understanding of the call; acknowledge key points and ask appropriate questions; interpret verbal cues to identify underlying concerns and motivations * Complete and process all required tasks * Regularly perform general housekeeping duties in your work area(s) * Adhere to all safety policies and protocols and maintain a safe working environment * Attend all department/company meetings * Other duties as assigned For an extensive list of responsibilities, duties and physical demands/work environment please refer to the attached Job Description. EDUCATION, LICENSES, CERTIFICATIONS, EXPERIENCES: * High School Diploma or equivalent (GED) - required * Previous experience in customer service roles * Demonstrated history of stable employment * Bilingual in English and Spanish is highly desirable. * Experience in printing or wide format production - preferred CRITICAL KNOWLEDGE, SKILLS, AND ABILITIES REQUIREMENTS: * Self-Motivation & Accountability: Ability to stay focused on tasks, meet deadlines, and produce high-quality work with minimal supervision. Holding oneself accountable for managing workloads, handling responsibilities, and maintaining professional standards. * Communication Skills: Strong written and verbal communication abilities are vital. Being clear, concise, and professional in emails, messages, and virtual meetings is critical. Active listening, and the ability to interpret and clarify communication effectively. Ability to read and understand corporate policies, job-related documents, and written/verbal instructions in English to ensure effective and compliant job performance. * Technology Proficiency: Intermediate computer knowledge, ability to type 40+ WPM with accuracy. Basic Office 365 knowledge. * Time Management: Self-discipline to manage personal and professional tasks, prioritize work, and avoid distractions at home. * Adaptability and Flexibility: Being adaptable to rapidly changing situations or project pivots without the support of in-person guidance. Comfortable with new tools and technologies, especially when team needs evolve or new platforms are introduced. * Collaboration and Teamwork: Strong ability to work as part of a virtual team. This includes both synchronous (live meetings, chats) and asynchronous (emails, shared documents) communication. Building rapport with colleagues despite the lack of physical presence, maintaining team cohesion and morale. 4over LLC Company History: 4over LLC was founded in February of 2001. What started off as creating business cards and web page designs by a husband and wife, quickly flourished. Since the company was founded, we are now a private equity owned company growing and expanding across many states. Through our 4over Core Attributes, we are committed to meeting and exceeding customer expectations, cultivating and nurturing our relationships, providing excellence and caring for others. Health and Life Insurance- * Medical, Dental, Vision, Life/AD&D Insurance, Disability, and Flexible Spending Accounts (FSAs) for Health Care and Dependent Care * 4over pays 100% of the employee's premium for his/her Basic Life/AD&D Insurance in the amount of 1x the employee's annual salary, up to $500,000 * Coverage will be effective on the 1st of the month following 1 month of continuous regular full-time employment 401(k) Retirement Plan * New employees are eligible to enroll the first of the month, following 1 month of employment * Semi-annual open enrollment (January 1st and July 1st) * Discretionary employer match; typically, 50% of employee deferrals up to 6% of compensation * Immediate Vesting Holidays and PTO * 9 Paid Holidays * Accumulating PTO to be used after 90-days of continuous and active full-time service 4over is an Equal Opportunity employer. It provides equal employment opportunities to all employees and applicants for employment without regard to race, color, sex, national origin, age, religion, disability, or any other legally protected status and takes affirmative action to recruit, employ, train, and promote qualified minorities, women, covered veterans, and individuals with disabilities.

Job Description State Farm Agent is a leading insurance agency dedicated to providing exceptional service to our clients. We are currently seeking a dynamic individual to join our team as a Customer Retention/Billing Specialist - State Farm Agent Team Member. Our ideal candidate is highly organized, detail-oriented, and committed to contributing to a positive and productive workplace. If you thrive in a supportive role and are eager to learn and grow within the insurance industry, we invite you to apply and become a valued member of our team. RESPONSIBILITIES: Greet clients, answer phone calls, respond to emails, and handle client inquiries. Prepare and process insurance forms, manage client files, and ensure all paperwork is accurately completed and filed. Enter client information into the agency management system and update records as necessary. Handle billing inquiries, process payments, follow up on overdue accounts. Act as a liaison between clients and agents, ensuring clear and effective communications. QUALIFICATIONS: Must have Arizona Property and Casualty License Previous insurance experience preferred (State Farm) Previous administrative or customer service experience, preferably in an insurance or financial services setting. Excellent verbal and written communication skills. Strong organizational skills with the ability to multitask and prioritize tasks effectively. Friendly and professional demeanor with a strong focus on customer satisfaction. High level of accuracy in data entry and document preparation. Ability to work independently, handle client issues, and find effective resolutions. If you are motivated to succeed and can see yourself in this role, please submit your resume. We will follow up with you on the next steps in the interview process. This position is with a State Farm independent contractor agent, not with State Farm Insurance Companies. Employees of State Farm agents must be able to successfully complete any applicable licensing requirements and training programs. State Farm agents are independent contractors who hire their own employees. State Farm agents employees are not employees of State Farm.

**Intro** Are you ready to explore a world of possibilities, both at work and during your time off? Join our American Airlines family, and you'll travel the world, grow your expertise and become the best version of you. As you embark on a new journey, you'll tackle challenges with flexibility and grace, learning new skills and advancing your career while having the time of your life. Feel free to enrich both your personal and work life and hop on board! **Why you'll love this job** + This job is a member of the Workforce Administration Team within the Technical Operations Division. + Responsible for providing administrative support for Tech Ops represented team members and its leadership group. + Collaborating with a cohesive group in a busy office setting, ensuring the success of the Workforce Administration team. **What you'll do** _As noted above, this list is intended to reflect the current job but there may be additional essential functions (and certainly non-essential job functions) that are not referenced. Management will modify the job or require other tasks be performed whenever it is deemed appropriate to do so, observing, of course, any legal obligations including any collective bargaining obligations._ + Prepare and maintain various department reports, including weekly headcount reports and daily manning. + Responsible for all aspects of payroll using Workbrain payroll system; including time coding and shift schedules. + Proffer and process overtime, field trips, and shift swaps according to the rules and limitation of the collective bargaining agreement and the Workbrain system. + Process vacation changes according to leadership directions, the guidelines outlined in the contract agreements and the Workbrain system. + Providing excellent service to our internal customers; including phone, email, and walk-in inquiries. + Greets and directs team members and external visitors. + Maintains office supply inventory and initiates department supply orders when necessary. + Submits transactions for computer and system accesses. + Sort, track and file data and correspondence + Process time-sensitive requests + Efficiently and effectively communicate to high levels leadership to address operational inquires + Must fulfill FAA criminal background checks to qualify for unescorted access privileges to airport security identification display area (SIDA), if applicable + Must be able to secure appropriate airport authority and/or US customs security badges, if applicable + May be required to work shifts, nights, weekends and holidays + Must be willing to travel as required for professional development **All you'll need for success** **Minimum Qualifications- Education & Prior Job Experience** + High School diploma or GED equivalent + Prior administrative experience + Prior experience with Microsoft Office software including Word, Excel, PowerPoint etc. **Preferred Qualifications- Education & Prior Job Experience** + Minimum of 1 year experience in an office setting + Associate's degree or equivalent work experience **Skills, Licenses & Certifications** + Knowledge of the applicable workforce collective bargaining agreements (IAM/ TWU) + Broad understanding of Workbrain or other time and attendance applications + Ability to prepare correspondence and format reports + Ability to maintain confidentiality with team member files, payroll data and personal information + Ability to prioritize and organize work functions effectively + Ability to exercise good judgement and work under time constraints with professionalism, efficiency, patience and tact **What you'll get** Feel free to take advantage of all that American Airlines has to offer: + Travel Perks: Ready to explore the world? You, your family and your friends can reach 365 destinations on more than 6,800 daily flights across our global network. + Health Benefits: On day one, you'll have access to your health, dental, prescription and vision benefits to help you stay well. And that's just the start, we also offer virtual doctor visits, flexible spending accounts and more. + Wellness Programs: We want you to be the best version of yourself - that's why our wellness programs provide you with all the right tools, resources and support you need. + 401(k) Program: Available upon hire and, depending on the workgroup, employer contributions to your 401(k) program are available after one year. + Additional Benefits: Other great benefits include our Employee Assistance Program, pet insurance and discounts on hotels, cars, cruises and more **Feel free to be yourself at American** From the team members we hire to the customers we serve, inclusion and diversity are the foundation of the dynamic workforce at American Airlines. Our 20+ Employee Business Resource Groups are focused on connecting our team members to our customers, suppliers, communities and shareholders, helping team members reach their full potential and creating an inclusive work environment to meet and exceed the needs of our diverse world. Are you ready to feel a tremendous sense of pride and satisfaction as you do your part to keep the largest airline in the world running smoothly as we care for people on life's journey? Feel free to be yourself at American. EQUAL EMPLOYMENT OPPORTUNITY/ AFFIRMATIVE ACTION POLICY American Airlines maintains a continuing policy of nondiscrimination in employment. It is our policy to provide equal opportunity and access for all persons, without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, or status as a disabled veteran or other protected veteran, in all phases of the employment process and in compliance with applicable federal, state, and local laws and regulations. This policy of nondiscrimination shall include, but not be limited to, the following employment decisions and practices: hiring; upgrading; promotions; demotions or transfers; layoffs; recalls; terminations; rates of pay or other forms of compensation; selection for training, including apprenticeship; and recruitment or recruitment advertising.

Clarity is a dynamic, fast-paced organization committed to providing solutions that make it easier to protect health and wellness today and prepare for financial stability tomorrow. We believe that life is a journey. One that should be lived well. Where all people are given the opportunity to succeed. So, we'll stop at nothing to bring clarity, so our employees and our customers are prepared for whatever comes their way. Our culture is rooted in appreciation for one another, a commitment to growing both personally and professionally and being flexible in how we work and how we work together. We strive every day to ensure each of our Clarity team members feel valued. The Clarity family is diverse, passionate, and skilled. We pride ourselves on promoting from within and working to retain all our valued employees. When you join our team, you are family! With minimal supervision and substantial latitude for independent judgement and discretion, the Participant Services Representative position in Participant Services is responsible for responding to all member inquiries with the highest level of professionalism and integrity. PSRs are the first point of contact with Clarity members. They have a responsibility to make a positive first impression while building a trusting relationship. PSRs are responsible for owning the issues they receive and following through. Additional Job Responsibilities Work cross-functionally with colleagues to deliver exceptional customer service and build cohesive interdepartmental relationship. Advise and assist Client Service Specialist(s) as subject matter and system expert on items relating to new client implementations and renewals to ensure accurate and optimal client set up. Research and correct benefit enrollment issues and escalations. Submit, monitor, and follow through on all service tickets to the vendor in relation to open questions and/or enhancement requests. Identify, investigate, and escalate areas of client dissatisfaction to management, to provide excellent service. Contribute to departmental projects as needed and successfully manage multiple projects, tasks and responsibilities simultaneously Other duties as assigned. Requirements Education: Bachelor's degree in a business or technology related major or equivalent demonstrated work experience highly preferred. Experience: Demonstrable ability and skill to service a high volume of clients, as well as manage multiple client-facing and internal projects of moderate complexity. Minimum of 1-3 years' experience in the field with specific experience in a client facing role. Preferred skills/knowledge: Demonstrate a positive attitude and demonstration of flexibility in meeting client needs. Attention to detail and the ability to analyze and problem solve is essential. Ability to manage multiple tasks and responsibilities, and successfully work under time constraints. Experience with Consumer Benefits and Benefit Administration, such as HSA, FSA, HRA, Cobra and Commuter Benefits preferred Bilingual in Spanish with written and oral fluency strongly preferred - Fluency Test Required Travel: Minimal travel is required. Benefits You'll Enjoy: Medical, dental and vision benefits 401(k) with employer match Education Assistance Program Clarity HRA Ready for Life HSA Funding Advance Company-paid Long-Term Disability, Short-Term Disability and Life Insurance Voluntary Life Options Tuition Reimbursement Program $1,200 Defined Contribution Benefit to offset insurance premiums Paid Time Off; includes vacation, personal and sick Equal Employment Opportunity (EEO) Statement Clarity Benefit Solutions is committed to providing a workplace free from discrimination and harassment. To ensure our services and culture continue to incorporate everyone's unique perspectives and experiences, we never discriminate on the basis of race, religion, national origin, gender identity or expression, sexual orientation, age, or marital, veteran, or disability status. We expect every employee to do their part to cultivate and maintain an environment where everyone feels included and is afforded the respect they deserve. Decisions related to hiring, compensating, training, evaluating performance, and terminating employees are made fairly, and we provide equal employment opportunities to all qualified candidates and employees. We examine our unconscious biases and take responsibility for striving to create an inclusive environment where candidates and employees feel welcome. Salary Description $40,000 - $50,000/year

Company DescriptionJobs for Humanity is collaborating with YUPRO Placement to build an inclusive and just employment ecosystem. We support individuals coming from all walks of life. Company Name: YUPRO Placement Job Description Financial Services Representative-Phoenix, AZ This is an apprenticeship opportunity. This role is in Phoenix, AZ and an in person opportunity. *Candidates must reside within a commutable distance to (Phoenix, AZ)* About this Position Join a national financial services team where you'll build a strong foundation in client engagement, relationship management, and financial service excellence. As a Financial Services Representative Apprentice, you will deliver excellent customer service and develop critical skills through training, hands-on practice, and coaching. This role is a heavy phone-based environment supporting clients with their banking and investment needs. Job Responsibilities • Work in a phone-based environment supporting clients with account servicing and resolution on brokerage accounts. • Identify client needs and refer sales opportunities to the appropriate teams and specialists. • Provide exceptional client care and help clients achieve financial goals through needs-based solutions. • Develop communication techniques to confidently engage with clients by phone and deliver exceptional service. • Collaborate with peers and leaders to ensure a high-quality, consistent client experience. Job Skills/Requirements • Client-focused mindset with a passion for excellence and teamwork. • Self-motivated and goal-oriented with the ability to multitask in a performance-based environment. • Strong communication skills and aptitude for relationship management and sales support. • Ability to identify client needs and provide appropriate solutions or referrals. • Proficiency in computer systems and digital tools. Program Requirements • Completion of an Year Up United Program • 6 months-2 years of relevant work, internship, or customer-facing experience. • Availability during standard business hours (Monday-Friday) with potential Saturday coverage. • Must reside within 30 minutes of the assigned branch. • Ability to work on-site and adhere to banking policies (no personal phone usage during work hours). Additional Information • Comprehensive training and continuous professional development provided. • Career advancement opportunities within a national financial institution. • Must be comfortable working in a high-volume environment • Must refrain from personal phone usage during work hours. • No absences for the first 30 days of assignment Pay Range Pay: $18-20/hr YUPRO Placement is the nation's leading skills-first placement firm placing and promoting historically overlooked talent into permanent hire, apprenticeship, and contract job assignments. We represent clients who support skills-first inclusive hiring practices

Are you outgoing and customer-focused? Do you enjoy working with the public? If you answered yes to these questions, working for a State Farm independent contractor agent may be the career for you! State Farm agents market only State Farm insurance and financial service products. 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 Profit sharing Paid time off (vacation and personal/sick days) Flexible hours Growth potential/Opportunity for advancement within my agency Hiring Bonus up to $ 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 Ability to make presentations to potential customers Knowledge of financial services products 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.

Job DescriptionBenefits: 401(k) matching Bonus based on performance Opportunity for advancement ROLE DESCRIPTION: Join Our Winning Team at Scott Christian State Farm Agency! Are you ready to take your career to the next level in a fast-paced, supportive environment where your growth and success truly matter? Scott Christian State Farm Agency is looking for a motivated and organized Financial Services Representative to help us connect with customers and grow our business in auto, home, life, health, and mortgage insurance. Why Join Us? At Scott Christian State Farm Agency, youre more than just an employee youre a key player in a dynamic team that values your energy, ideas, and passion for helping others. We offer a fun, collaborative workplace where your hard work is rewarded and your career path is unlimited. If youre ready to make a real impact and boost your earning potential, this is the place for you! What Youll Do: Build strong, lasting relationships with customers through excellent service and follow-up Guide clients by explaining insurance options tailored to their needs Handle inquiries quickly and professionally, from coverage details to claims and billing Drive business growth by expanding our book of business across multiple insurance lines Collaborate with agents to attract and retain customers in a friendly, team-oriented atmosphere Who You Are: Passionate about delivering outstanding customer service Experienced in sales? Great! (inside sales, retail, telemarketing, or related fields) Ready and willing to earn your Property & Casualty and Life/Health licenses (well support you!) Goal-oriented with a desire to grow your skills and income through marketing and outreach What We Offer: Competitive base salary plus commission and bonuses your success pays off! Paid time off including vacation and sick days Comprehensive health benefits Real opportunities for career advancement and personal growth If youre excited to join a team that values your contributions and is committed to your success, apply now and start your rewarding journey with Scott Christian State Farm Agency!

Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance. Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America. Merrill is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective. Job Description: This job is responsible for servicing corporate-sponsored plans (i.e., retirement and benefit plans, defined contribution, defined benefit, non-qualified deferred compensation, and equity award service plans). Key responsibilities include providing exceptional client care, growing client relationships, and guiding clients with needs-based solutions that will support their financial goals. Successful applicants who have already passed the SIE exam at the time of offer may be eligible for a $2500 bonus, in accordance with terms and conditions set forth in the offer letter. You must achieve your SIE, Series 7 and Series 63 licensing with 240 days of your start date. You will achieve this through scheduled study time, in depth online resources and on-site coaching and support. The Licensing Program provides you with the coaching and guidance that you'll need to successfully obtain your industry licenses (Security Industry Essentials SIE, Series 7 and Series 63 licensing). These credentials along with your demonstrated determination and client focus, may allow you to advance into many roles within Bank of America and Merrill. Responsibilities: * Trades stocks, bonds, and other investment instruments for high net-worth clients, casual investors, and active traders * Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service * Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable 24/7 account access * Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk Required Qualifications: * Minimum of one year experience verbally delivering complex information clearly, concisely and with empathy, while quickly establishing trust and exuding positivity and confidence * Ability to engage with clients while navigating multiple screens - begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections * Exhibits strong communication skills (including verbal, non-verbal, written and presentation) and active listening skills * Ability to handle confidential matters and sensitive information in a responsible manner * Displays passion, integrity, commitment, and drive to deliver a positive, differentiated service that improves our clients' financial lives * Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule * Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays * Applies strong critical thinking and problem-solving skills to meet clients' needs * Ability to work under pressure * Can learn and understand technology to assist clients with the latest in Digital and Digital banking * Comfortable receiving ongoing performance feedback and coaching * Ability to learn and adapt to new information and technology platforms * Must be flexible to work various shifts which may include a weekend day 1st and 2nd shifts available Desired Qualifications: * Bilingual Spanish Skills: * Account Management * Customer and Client Focus * Issue Management * Oral Communications * Regulatory Compliance * Active Listening * Adaptability * Problem Solving * Risk Management * Attention to Detail * Business Acumen * Trading * Valuation Ethics and Practice Standards Minimum Education Requirement: High School Diploma / GED / Secondary School or equivalent * For internal employees; participation in a work from home posture does not make you ineligible to post, however, may require to meet the workplace excellence policy. Shift: 1st shift (United States of America) Hours Per Week: 40