Service associate jobs in Margate, FL - 2,252 jobs
All
Service Associate
Customer Service Representative
Customer Service Specialist
Client Associate
Bilingual Customer Service
Client Representative
Client Specialist
Customer Service Administrator
Client Service Associate
Service Advisor
Customer Service Agent
Representative
Customer Service Associate
Finance Service Representative
Customer Services Specialist
Savills North America 4.6
Service associate job in Miami, FL
ABOUT THE ROLE
The Client Services Specialist will support a top-producing four-person leasing team in Miami, led by the Vice Chairman and Co-Head of Florida for the Miami Office. This person will play a central role in keeping the team organized and efficient, helping manage projects, client deliverables, and daily operations. The ideal candidate is a fast learner who thrives in a busy environment, takes initiative, and helps the team stay on track across all active assignments.
KEY RESPONSIBILITIES
Marketing Coordination
Lead all aspects of the team's marketing efforts, from concept through execution, for property campaigns, client presentations, and new business pursuits.
Lead Social Media Management efforts such as LinkedIn a plus
Develop, proof, and produce marketing materials including proposals, pitch decks, offering memorandums, and brochures that align with Savills' brand standards.
Use Salesforce, LinkedIn, CoStar, and Exact Target to support prospecting, marketing outreach, and engagement tracking.
Coordinate photography, floor plans, and other creative assets with vendors and internal teams.
Maintain and organize the team's contact database while improving marketing processes for better efficiency and results.
Financial Support
Handle billing, invoicing, and expense reports for the team.
Update and maintain stacking plans and other financial tracking tools in Excel.
Administrative Support
Greet and assist guests; answer and route incoming calls.
Manage incoming and outgoing mail and packages.
Keep Salesforce and other CRM databases accurate and up to date.
Schedule meetings, conference calls, and team activities.
Set up conference rooms and prepare materials for client meetings.
Client Interface
Help prepare materials and presentations for client meetings.
Participate in client pitches as needed.
Coordinate communication and logistics between the team and clients.
Process Management
Work closely with the team to manage all active projects and client assignments from start to finish.
Keep track of deliverables, deadlines, and follow-ups to ensure nothing falls through the cracks.
Anticipate next steps and help keep the team organized and accountable.
Serve as the central point of coordination for ongoing projects and team priorities.
Partner with other Client Services Specialists and Operations staff on office-wide initiatives.
Qualifications
Bachelor's degree preferred (Business, Marketing, Communications, Real Estate, Finance, or related field).
Professional, proactive, and able to work both independently and as part of a team.
Minimum of 3+ years of experience in marketing, administration, or commercial real estate preferred. Engagement and interaction with support of upper management is important.
Strong skills in Microsoft Office (Namely: Excel, PowerPoint, Word) and Salesforce.
Familiarity with Adobe InDesign, CRM, and email marketing tools such as SalesForce a plus.
Excellent written and verbal communication skills.
Strong organizational skills, attention to detail, and the ability to handle multiple priorities.
WHY JOIN US?
Join one of Miami's most established office leasing teams at Savills. This position offers exposure to all sides of the business-marketing, financial analysis, and client strategy-and is a great opportunity for someone looking to build a long-term career in commercial real estate.
Savills values a diverse work environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, gender identity or expression, sexual orientation, national origin, genetic information, disability, age, veteran status, or any other protected characteristic. Savills participates in the E-Verify program.
$27k-36k yearly est. 3d ago
Looking for a job?
Let Zippia find it for you.
Customer Service/Admin
5Th HQ
Service associate job in Pompano Beach, FL
5th HQ -
We are seeking a versatile and dedicated Admin/Customer Service Specialist for our of our clients in Pompano Beach. The ideal candidate will be adaptable, capable of managing multiple roles, and comfortable handling a variety of tasks as required.
Key Responsibilities:
Respond to Amazon customer service messages promptly and professionally.
Process customer refunds efficiently.
Learn and manage the process of customer returns.
Run daily reports and follow up on any action items.
Review invoices and potentially learn to process deposits.
Assist with various tasks as needed, demonstrating flexibility and a willingness to adapt to new challenges.
Perform general office duties, such as managing phone calls, emails, and correspondence.
Organize and schedule appointments, meetings, and conferences.
Maintain and update office records, databases, and filing systems.
Prepare reports, presentations, and documents as needed.
Skills/Qualifications:
High school diploma or equivalent; further education or certifications in administration or customer service is a plus.
Previous experience in a customer service or administrative role is preferred.
Proficiency in Microsoft Office Suite (Excel, Word, Outlook).
Strong communication skills, both written and verbal.
Bilingual English/Spanish is a plus.
Excellent organizational skills and attention to detail.
Ability to multitask and manage time effectively.
Positive attitude and a proactive approach to problem-solving.
Willingness to learn new skills and take on different tasks as required.
$27k-36k yearly est. 1d ago
Client Relationship Representative
Alphabe Insight Inc.
Service associate job in Miami Springs, FL
About Us At Every Word Code, we are dedicated to delivering innovative communication and technology solutions that connect people and businesses with precision and purpose. Our team thrives on creativity, collaboration, and excellence-transforming complex challenges into streamlined experiences. We believe in empowering our employees through growth, mentorship, and a culture built on integrity and success.
Job Description
We are seeking a Client Relationship Representative to join our Miami team. The ideal candidate will serve as the main point of contact for our clients, ensuring satisfaction, trust, and long-term collaboration. This role requires a balance of professionalism, empathy, and strategic thinking to maintain meaningful partnerships and deliver exceptional client experiences.
Responsibilities
Build and nurture strong relationships with new and existing clients.
Act as the primary liaison between clients and internal departments.
Understand client goals to provide tailored solutions and proactive support.
Ensure timely follow-up on client requests and maintain accurate records.
Identify opportunities to enhance service delivery and client satisfaction.
Collaborate with cross-functional teams to deliver exceptional results.
Qualifications
Qualifications
Excellent communication and interpersonal skills.
Strong organizational and problem-solving abilities.
Professional demeanor with a client-first mindset.
Ability to manage multiple priorities and meet deadlines.
Driven, reliable, and adaptable in a dynamic environment.
Additional Information
Benefits
Competitive salary ($56,000-$59,000 annually).
Growth and career advancement opportunities.
Supportive and collaborative work environment.
Comprehensive training and ongoing development programs.
Health and wellness initiatives.
Full-time position with consistent schedule and stability.
$56k-59k yearly 1d ago
Customer Service Agent - Cargo
Air Canada 3.9
Service associate job in Miami, FL
Starting Salary: $17.99/hour
Branch: Cargo
Being part of Air Canada is to become part of an iconic Canadian symbol. Are you passionate about reaching new heights, teamwork and making a meaningful contribution? Let your career take flight by joining our diverse and vibrant team at the leading edge of passenger aviation.
It's important to know that
Schedules can change quickly: The role requires someone who can adapt to changing schedules and priorities. Being available and responsive when things shift is essential.
Teamwork drives success: We work in a collaborative environment. Supporting each other and contributing to a positive team dynamic is a must.
Learning never stops: New challenges come up often, and it's important to be open to learning. This includes understanding and complying with TSA regulations and specific customer requirements.
Key duties
Provide cargo customer service to the public, other airlines, agencies, and internal staff, handling inquiries and processing shipments in accordance with company standards.
Receive, deliver, and physically handle cargo, mail, and COMAT using manual methods or equipment such as forklifts; operate company vehicles as required.
Compute rates, book shipments, and advise customers on customs and regulatory requirements, including the acceptance and processing of hazardous materials.
Manage cash and documentation in line with company procedures; input and track data using the company's automated cargo systems.
Investigate shipment issues, complete reports, and compile statistical data to support operational efficiency.
Ensure adequate supplies are available and communicate procedural updates to staff as needed.
In the absence of leadership, make and document operational decisions to maintain workflow and protect company interests.
Qualifications
Must possess a valid driver's license;
Must have valid passport to travel for training in Canada;
Ability to lift seventy (70) lbs unaided;
Ability to efficiently use the Company's automated reservations, ticketing and baggage tracing systems post-training;
Ability to operate Company vehicles and machinery;
Ability to stand or sit for extended periods of time;
Ability to use tact, good judgement and initiative;
Capable of expressing self in a clear and pleasant manner;
Ability to work under pressure with a minimum of supervision;
Adhere to Air Canada's uniform guide and grooming standards;
Ability to meet Air Canada medical standards through a medical examination;
Employment is subject to meeting US Custom & Boarder Protection (USCBP) requirements for obtaining both a Customs Seal and an Airport ID Badge;
Employees must adhere to all safety PPE requirements, including wearing safety shoes as per company regulations and using company-provided hearing protection in designated high-noise areas;
Demonstrate punctuality and dependability to support overall team success in a fast-paced environment;
Candidates must be available for shift work in a 24/7 operational environment, including mornings, evenings, weekends, and statutory holidays;
Benefits
Financial benefits: Pension program, Employee Share Ownership Program, and Profit Sharing.
Wellbeing & health benefits: Health, dental, and life insurance for you and your family (if necessary).
Recognition: Air Canada's recognition program (Shine) allows you to recognize and be recognized for those outstanding moments.
Travel privileges: A generous employee travel program for you and other eligible once you have completed twenty-eight (28) weeks of service. This includes, but is not limited to standby travel, hotel & car rental discounts, Air Canada Vacation discounts, and more.
Conditions of Employment
Candidates must be eligible to work in the country of interest, at the time any offer of employment is made and seeking any required work permits/visas or other authorizations which may be required is the sole responsibility of the candidates applying for this position.
Linguistic Requirements
Based on equal qualifications, preference will be given to bilingual candidates.
Diversity and Inclusion
Air Canada is strongly committed to Diversity and Inclusion and aims to create a healthy, accessible and rewarding work environment which highlights employees' unique contributions to our company's success.
As an equal opportunity employer, we welcome applications from all to help us build a diverse workforce which reflects the diversity of our customers, and communities, in which we live and serve.
Air Canada thanks all candidates for their interest; however only those selected to continue in the process will be contacted.
$18 hourly 3d ago
Client Services Associate
Ascendo 4.3
Service associate job in Miami, FL
Dynamic Client ServiceAssociate | Amazing Growth Potential & Competitive Pay Ascendo is excited to present this opportunity in the Wealth Management industry. This is a fantastic chance to join a boutique firm on an upward trajectory that prioritizes a high-touch, human-centered approach to financial planning. We are seeking a dedicated professional who thrives in a supportive culture and can balance technical precision with genuine empathy. The ideal candidate brings a robust background in navigating custodial platforms and possesses a fluent understanding of financial concepts such as Roth Conversions, IRA Rollovers, and Trust structures to hit the ground running.
Responsibilities
Act as the primary point of contact for major custodians and third-party providers to resolve operational inquiries.
Manage the full lifecycle of client requests including account openings, money movement, and journals.
Maintain accurate client data within CRM systems to ensure a reliable source of information for the team.
Collaborate with compliance leadership to assist with account reviews and necessary regulatory action items.
Coordinate advisor calendars and prepare essential materials for client review meetings.
Facilitate clear communication regarding transaction status to keep both clients and advisors fully informed.
Qualifications
Strong understanding of investment vehicles, retirement plans, and trust nuances.
Proven experience working within an RIA or financial services environment.
Exceptional organizational skills with the ability to create and follow repeatable processes.
Proficiency with digital record-keeping and adherence to industry compliance standards.
Experience utilizing financial planning software and CRM tools to support operations.
Ability to handle sensitive information with the highest level of integrity and care.
Benefits
Comprehensive medical, dental, and vision coverage options.
Employer-sponsored retirement plan with company contributions.
Clear pathways for career advancement into leadership or advisory tracks.
Generous and flexible paid time off policy.
ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Daniel Longman
$34k-43k yearly est. 1d ago
Service - Customer Experience Specialist
Acmgmt LLC
Service associate job in Lake Worth, FL
Full Job Description: Wayne Akers Ford is seeking a Customer Service Specialist.. If you are a self-motivated individual with aspirations for success and enjoy working with the public, the Customer Experience Specialist position at Wayne Akers Ford may be the right fit for you. We are looking for candidates who possess customer service experience, demonstrate a professional and positive attitude, and have a great work ethic. We invite all top-performing individuals to apply their skills to help our company continue to grow.
Primary Responsibilities and Requirements:
Handling of incoming and outgoing phone calls, text messages and emails.
Prospect follow-up calls and gauge customer satisfaction.
Answer customer internet inquires for service by both email and phone.
Schedule service appointments, reschedule no show customers.
Contact customers based on current marketing incentives.
Following up the customer experience after visiting the dealership.
Following up on all unsold Service work and any special requests to be sure that all customer expectations are met.
Contacting customers based on current oil life, recalls or OnStar notifications, Service Retention and 1st Service to try to set up service appointments.
Primary Responsibilities and Requirements
Great Customer Service Skills & Motivation to be Successful.
Able to multi-task.
Able to communicate persuasively with customers to set appointments.
Be Able to Create and Maintain Customer Relationships.
Excellent computer skills required.
Excellent phone presence.
Knowledgeable to call center environment.
Prior Service, Call Center, or BDC Experience Required
Automotive Service Department experience helpful but not required.
Great Communication Skills
Team Player
Authorized to work in the United States
Ability to pass background check and pre-employment drug screen
Benefits:
Health
Dental
Vision
Life
Vacation
401K
Job Type: Full Time
Schedule: Monday - Friday
Work Location: In person
"Florida Drug-Free Workplace: Pre-employment Drug Testing"
We are an equal opportunity employer and prohibit discrimination/harassment without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws.
$26k-34k yearly est. 1d ago
Client Associate
Amerant
Service associate job in Miami, FL
The Client ServicesAssociate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.
Duties and responsibilities include:
Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.
Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process
Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries;
Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others.
Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc.
Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings.
Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Acts as backup as needed for other CAs
In order to fulfill duties with expected level of competency, incumbent must demonstrate:
Ability and eagerness to learn.
Verbal, written and interpersonal skills.
Customer service orientation.
Organization skills (archiving, tracking, follow-up)
Minimum Education and/or Certifications Requirements:
Associate's degree in finance or business administration preferred.
*** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.
Minimum Work Experience Requirements:
1 year of experience supporting Wealth Management Advisors
Technical and/or Other Essential Knowledge:
Fully bilingual (English/Spanish) - Fluent, including writing
Experienced PC user with strong command of MS Office applications
$35k-65k yearly est. 1d ago
Client Associate
Amerant Bancorp Inc.
Service associate job in Miami, FL
The Client ServicesAssociate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers.
Duties and responsibilities include:
Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed.
Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process
Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries;
Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others.
Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc.
Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings.
Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues.
Acts as backup as needed for other CAs
In order to fulfill duties with expected level of competency, incumbent must demonstrate:
Ability and eagerness to learn.
Verbal, written and interpersonal skills.
Customer service orientation.
Organization skills (archiving, tracking, follow-up)
Minimum Education and/or Certifications Requirements:
Associate's degree in finance or business administration preferred.
* Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented.
Minimum Work Experience Requirements:
1 year of experience supporting Wealth Management Advisors
Technical and/or Other Essential Knowledge:
Fully bilingual (English/Spanish) - Fluent, including writing
Experienced PC user with strong command of MS Office applications
$35k-65k yearly est. 1d ago
Bilingual Customer Service Rep (English/Spanish)
ADP 4.7
Service associate job in Miami, FL
ADP is hiring bilingual Associate Client Support Consultants. This position is hybrid - working 3 days in the Miami office and 2 days from home each week.
Are you ready to join a company offering career advancement opportunities throughout your career journey?
Do you want to join a company with award-winning training and world-class service guidelines to help you achieve success, growth, and continued learning?
Are you looking for an inclusive environment with a culture of collaboration and belonging?
If so, this may be an opportunity for you. Read on and decide for yourself.
In this role, you will serve as ADP's front-line for solving clients' challenges, including issue resolution, answering questions, helping clients, training their users on ADP technology, and more. You carry the weight of ADP's service reputation and client satisfaction in your hands.
The nature of what you do every day will not change -- your #1 goal is to help clients who have between 1- 49 employees. Still, every day will be different because the questions you receive will vary, as will the solutions you provide each client. There will be no shortage of new questions you'll receive, which will keep things interesting, and our top-ranked training will help to set you up for success!
To thrive in this role, you must be comfortable working in a metrics-driven call center environment as part of a structured day. You have a way with clients that builds rapport, establishes trust, and shines with professionalism. Over the phone and in writing, your communication style is clear and easy for our clients to understand and take action on. As a result, your client satisfaction scores make you proud. Pace should not scare you. We also have a healthy dose of fun. Not only can you find a career here but friendships that last in a company that values inclusion.
To learn more about Client Services at ADP, watch here: ******************************************
WHAT YOU'LL DO: Responsibilities
What you can expect on a typical day:
Client Support. You will help our clients manage their business using our solutions, which could include troubleshooting and probing to resolve payroll issues. Support might also involve partnering with multiple business units and teams for troubleshooting and delivering a seamless client experience.
Learn. You will continually upgrade your knowledge and skills on payroll, including federal and state compliance, standard operating procedures, administrative practices, other products, and desktop support tools to develop and maintain your ability to support our clients.
Organize. You adhere to a daily schedule and organize yourself to deal with a high volume of inbound calls. Daily phone time may increase during peak seasons, like at the close of the year.
TO SUCCEED IN THIS ROLE: Required Qualifications
Fluent in both English and Spanish (read, write and speak fluently).
At least one year of experience in a service center/call center environment.
You can work overtime hours during peak seasons (Dec - Feb).
A college degree is great but not required. What's more important is having the skills to do the job. Other acceptable experiences could include:
Experience noted above, OR
Military experience. We recognize and appreciate the unique talents and experiences Veterans bring to the table. We value the discipline, commitment, and problem-solving abilities you have developed and are excited to provide an environment where you can continue to make a meaningful impact.
YOU'LL LOVE WORKING HERE BECAUSE YOU CAN:
Be yourself in a culture that values equity, inclusion, and belonging and creates a safe space for diverse perspectives and insights.
Belong by joining one of our Business Resource Groups to connect globally with networks and allies who share common interests and experiences.
Grow your career in an agile, fast-paced environment with plenty of opportunities to progress.
Continuously learn through ongoing training, development, and mentorship opportunities.
Be your healthiest. Best-in-class benefits start on Day 1 because healthy associates are happy ones.
Focus on your mental health and well-being. We're here to provide exceptional service to our clients, and none of that happens without each of us taking care of ourselves and being there for one another.
Join a company committed to giving back and generating a lasting, positive impact upon the communities in which we work and live.
Get paid to pay it forward. Company-paid time off for volunteering for causes you care about.
What are you waiting for? Apply now!
#LI-Hybrid
A little about ADP: We are a comprehensive global provider of cloud-based human capital management (HCM) solutions that unite HR, payroll, talent, time, tax and benefits administration and a leader in business outsourcing services, analytics, and compliance expertise. We believe our people make all the difference in cultivating a down-to-earth culture that embraces our core values, welcomes ideas, encourages innovation, and values belonging. We've received recognition for our work by many esteemed organizations, learn more at ADP Awards and Recognition.
Diversity, Equity, Inclusion & Equal Employment Opportunity at ADP: ADP is committed to an inclusive, diverse and equitable workplace, and is further committed to providing equal employment opportunities regardless of any protected characteristic including: race, color, genetic information, creed, national origin, religion, sex, affectional or sexual orientation, gender identity or expression, lawful alien status, ancestry, age, marital status, protected veteran status or disability. Hiring decisions are based upon ADP's operating needs, and applicant merit including, but not limited to, qualifications, experience, ability, availability, cooperation, and job performance.
Ethics at ADP: ADP has a long, proud history of conducting business with the highest ethical standards and full compliance with all applicable laws. We also expect our people to uphold our values with the highest level of integrity and behave in a manner that fosters an honest and respectful workplace. Click ********************************* to learn more about ADP's culture and our full set of values.
$25k-34k yearly est. 1d ago
Customer Service Associate
Raising Cane's 4.5
Service associate job in Miami, FL
Starting hiring pay at: 15
As an important part of our team, Customer ServiceAssociates impact all areas of the customer experience. As the name suggests, your main priority is to provide great customer service. In this role, you will be responsible for taking orders in the drive-thru, assembling orders, delivering food to customers, cleaning the dining room, talking to customers, etc.
We are looking to hire Customer ServiceAssociates who can thrive in an upbeat and fast-paced environment. We are hiring immediately for all shifts: opening shifts, closing shifts and everything in between. Whether you have previous experience as a customer serviceassociate, retail team member, cashier, restaurant server, kitchen lead, cook, prep cook, drive-thru cashier or any other restaurant or service-oriented role - we have a position for you. We offer competitive pay and benefits for all positions. Even if you don't have previous Restaurant experience, this position is entry-level (yes, that's no experience required) and we provide paid training for every new Customer ServiceAssociate on the team. We will make sure you are prepared to grow your Restaurant career with us.
Within your first year of working in the Restaurant, you can earn up to an extra $1.50 per hour in pay increases through additional training, certifications, and performance evaluations! If you want to be at Restaurant that is a FUN place to work, that values your growth and provides opportunities to impact your community, we want you on our team!
Qualities of awesome Canes Customer ServiceAssociate:
Team player
Excellent communicator
Happy, Courteous and Enthusiastic
Hard working and attentive
Responsible and dependable
Authentic and genuine
Takes pride in doing a good job
Benefits available for hourly Crew:
Access to voluntary benefits through an insurance marketplace, including Medical & Pharmacy, Dental, Vision Life Insurance, Short Term Disability, Hospital Indemnity, Legal Insurance, Auto and Renter's Insurance, and ID Theft Protection
OnePass Gym Membership Program
401(k) With Safe Harbor Employer Match (age 21 & older)
Access to financial advisors for budget and retirement planning
Crewmember Assistance Program
Education assistance
Pet Insurance
Perks & Rewards for hourly Crew:
Paid Time Off
Closed for all major holidays
Early closure for company events
Casual Work Attire
Flexible Scheduling
Perkspot Employee Discount Program
Must satisfy hours requirement per year
Locations may vary
ESSENTIAL FUNCTIONS OF THE POSITION:
The intellectual and physical demands described below are representative of what must be met by Crewmembers to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
Lift and carry, push or pull heavy objects up to 50 pounds
Kneel, bend, twist or stoop
Ascend or descend stairs
Reach and grasp objects (including above head and below waistline)
Excellent verbal and written communication
Ability to show up to scheduled shifts on time
Cleaning tables, floors and other areas of the Restaurant
Taking orders from Customers and processing payments efficiently
Follow proper safety procedures when handling and/or preparing food
Ability to multitask
ADDITIONAL REQUIREMENTS:
Must be 16 years of age or older
Provide all Customers with quick and friendly service
Work together as a team, assisting other Crewmembers in completion of tasks and assignments to ensure continuity of service
Work under pressure and at a fast pace
Align with Raising Cane's culture by balancing Working Hard and Having Fun
Take initiative
Comply with Company policies
Raising Cane's appreciates & values individuality. EOE
$15 hourly 1d ago
Customer Service Ambassador
ABM 4.2
Service associate job in Miami, FL
ABM (NYSE: ABM) is one of the world's largest providers of integrated facility, engineering, and infrastructure solutions. Every day, our over 100,000 team members deliver essential services that make spaces cleaner, safer, and efficient, enhancing the overall occupant experience.
ABM serves a wide range of market sectors including commercial real estate, aviation, education, mission critical, and manufacturing and distribution. With over $8 billion in annual revenue and a blue-chip client base, ABM delivers innovative technologies and sustainable solutions that enhance facilities and empower clients to achieve their goals. Committed to creating smarter, more connected spaces, ABM is investing in the future to meet evolving challenges and build a healthier, thriving world. ABM: Driving possibility, together.
ABM is an Equal Employment Opportunity (EEO) employer that does not discriminate on the basis of any trait or characteristic protected by applicable federal, state, or local law, including disability and protected veteran status. ABM is committed to working with and providing reasonable accommodation to individuals with disabilities. If you have a disability and need assistance in completing the employment application, please call ************. We will provide you with assistance and make a determination on your request for reasonable accommodation on a case-by-case basis.
ABM participates in the U.S. Department of Homeland Security E-Verify program. E-Verify is an internet-based system used to electronically confirm employment eligibility.
ABM is a military-friendly company proudly employing thousands of men and women who have served in the U.S. military. With ABM, you'll have access to a world-class training program and ample opportunities to use the skills you developed while serving our country. Whether you're looking for a frontline or professional position, you can find post-military career opportunities across ABM.
ABM directs all applicants to apply at ******************** ABM does not accept unsolicited resumes.
For more information, visit ***********
Perform a combination of clerical tasks to support office, business, or administrative operations by performing the following duties. Our employees must be well-groomed, helpful, and patient and enjoy working with others. We are looking for staff to work Full Time and Part Time, All Shifts Available, 7 Days a week.
$27k-36k yearly est. 5d ago
Customer Service Representative / Dispatcher
Aireserv Heating and Air Conditioning
Service associate job in Boca Raton, FL
Receive incoming calls in a professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additional work and earn business - Complete work orders, retur Customer Service Representative, Customer Service, Dispatcher, Representative, Dispatch, Retail
$23k-31k yearly est. 1d ago
Customer Service Representative
Tempexperts
Service associate job in Doral, FL
A growing manufacturing organization is seeking a proactive and detail-oriented Customer Service Representative (CSR) to support a rapidly expanding customer base and internal sales operations. This role plays a key part in the order-to-shipment lifecycle, serving as a central point of contact for customers while ensuring accuracy, efficiency, and exceptional service throughout the order management process.
The ideal candidate is highly organized, customer-focused, and experienced in managing orders within an ERP-driven environment.
Key Responsibilities
Enter and process customer purchase orders accurately within the ERP system
Manage order flow from initial entry through shipment and delivery
Communicate proactively with customers regarding order status, timelines, and changes
Serve as the primary point of contact for customer inquiries, issue resolution, and follow-up
Coordinate closely with Sales, Operations, Production, and Logistics teams
Monitor backorders, inventory availability, and shipment schedules
Maintain accurate and up-to-date customer and order documentation
Support credit review and approval processes as needed
Required Qualifications
3+ years of customer service, order management, or sales support experience
Strong written and verbal communication skills
Experience working with ERP systems (preferred)
High level of accuracy in data entry and order processing
Proficiency in Microsoft Office (Excel, Outlook, Word)
Preferred Qualifications
Experience in manufacturing, electrical products, construction materials, or industrial environments
Bilingual (English/Spanish) is a plus
Core Competencies
Customer communication and relationship management
Problem-solving and issue resolution
Time management and prioritization
Team collaboration across departments
What's Great About Working Here
Stable, Growing Organization: Be part of a company experiencing consistent growth and operational expansion
Cross-Functional Exposure: Work closely with sales, production, operations, and logistics teams
Process-Driven Environment: Structured systems and clear workflows support accuracy and success
Customer-Focused Culture: High service standards with a strong emphasis on reliability and responsiveness
Long-Term Career Potential: Opportunities to grow within customer service, operations, or sales support functions
Team-Oriented Workplace: Collaborative environment where attention to detail and accountability are valued
Work Model: Open to Remote or Hybrid
FanBasis is a leading platform enabling entrepreneurs, experts, and creators to build and scale digital product and service-based businesses. It offers tools for managing offers, courses, communities, memberships, and more, simplifying operations with built-in payment processing, subscription management, and engagement features. As a one-stop shop for the internet economy, FanBasis empowers its growing seller base through innovative, scalable solutions. With strategic partnerships, FanBasis is revolutionizing how digital businesses operate and thrive.
Role Description
FanBasis is seeking a detail-oriented and proactive Dispute & Chargeback Representative to manage the full representment lifecycle across card networks and payment processors. This role is critical in protecting company revenue, reducing fraud exposure, and ensuring disputes are handled efficiently, accurately, and in compliance with network regulations.
This position works closely with Risk, Payments, Support, and Finance teams and is ideal for someone who thrives in structured, process-driven environments.
Key Responsibilities
Manage end-to-end chargeback and dispute representment across card networks (Visa, Mastercard, Amex, Discover)
Review dispute cases, collect supporting documentation, and submit representment responses within required timelines
Analyze dispute reason codes and determine optimal response strategies
Track dispute outcomes and identify trends related to fraud, customer behavior, or merchant errors
Collaborate with internal teams to improve dispute win rates and reduce future chargebacks
Maintain accurate records and reporting on dispute metrics and performance
Ensure compliance with card network rules and payment processor guidelines
Support continuous improvement of internal dispute processes and workflows
Qualifications
1-3+ years of experience handling chargebacks, disputes, or representment (fintech, payments, e-commerce, or SaaS preferred)
Strong understanding of card network dispute processes and reason codes
Exceptional attention to detail and organizational skills
Ability to manage high volumes of cases under strict deadlines
Analytical mindset with the ability to identify trends and root causes
Clear written and verbal communication skills
Comfortable working in fast-paced, high-growth environments
Nice to Have
Experience with payment processors (Stripe, Adyen, Checkout.com, etc.)
Familiarity with fraud tools and risk management systems
Experience supporting creator platforms, marketplaces, or subscription businesses
SQL, reporting, or data analysis experience
Benefits
Competitive salary and benefits package
Gym membership packages
Paid time off and company-paid holidays
Team-Buidling events, company lunches, and swag
Opportunity to be a part of a fast-growing team of Industry Experts.
$24k-40k yearly est. 4d ago
Client Solution Center Representative - 35721
Harvard Maintenance, Inc. 4.2
Service associate job in Miami, FL
Job Site Location US-FL-Miami Job ID 2025-35721 Category Portal Searching Client Solution Center Hire Type Full-Time Life at Harvard
Are you ready to be part of something Extraordinary? Look no further than Harvard is the largest family-owned provider of premier commercial janitorial and professional security services in the United States. We believe in the power of our people. Here, every team member is valued, empowered, and trained to contribute their best. We foster an inclusive workplace culture where diversity is celebrated and every voice matters.
A day in the life:
The Client Solutions Center Representative plays a vital role in our 24/7 Client Solutions Center by managing work order administration and handling inbound calls during the 1st shift. This in-office position is based at our headquarters in Miami, FL, and requires excellent communication skills, strong attention to detail, and the ability to work independently in a fast-paced environment. The representative will service our clients during typical business hours, working Monday through Friday from 10:00 am to 6:00 pm EST.
What you'll do as an Exceptional Team Member
Call Management:
Answer, direct, and relay inbound calls, messages, and email messages promptly and professionally.
Provide timely responses to client inquiries and service requests.
Work Order Administration:
Monitor, create, and dispatch work tickets across multiple software platforms and applications.
Accurately enter and update work order information and inspection data in real-time.
Ensure timely follow-up and closure of work tickets while maintaining detailed records.
Identify recurring issues or workflow bottlenecks and recommend improvements to enhance efficiency and accuracy.
Client and Operational Support:
Collaborate closely with Operations teams to resolve service concerns and support service excellence.
Contribute to the achievement of Key Performance Indicators (KPIs) through proactive communication, issue resolution, and process alignment.
Participate in identifying process improvement opportunities, offering recommendations for enhancements to workflows, ticketing practices, or communication protocols.
Administrative Duties:
Provide essential administrative support, including generating and distributing status reports to track work order progress.
Support billing and invoice verification processes to ensure accuracy and timely processing.
Review, correct, and verify data entries to maintain data integrity.
Flexibility and Availability:
Be available for on-demand shift coverage as needed during the week.
Adapt to changing priorities and contribute to a collaborative team environment.
What you'll need to be an Extraordinary Team Member
Communication Skills:
Excellent phone etiquette and professional verbal and written communication skills.
Strong customer service orientation with a commitment to providing positive client experience.
Technical Proficiency:
Proficient in Microsoft Excel and other Microsoft Office applications.
Ability to quickly learn and navigate multiple software platforms and systems.
Attention to Detail & Multitasking:
Exceptional attention to detail with the ability to manage multiple tasks simultaneously.
Strong organizational skills and the ability to prioritize in a fast-paced environment.
Independence & Flexibility:
The ability to work independently with minimal supervision while maintaining productivity and quality standards.
Willingness to work flexible hours and provide coverage during business-critical times.
Preferred Qualifications:
Experience in a customer service or call center environment.
Familiarity with work order management systems or service dispatch platforms.
(3+) years of relevant experience
Associate's degree
Work Environment:
This is an in-office position based at our headquarters in Miami, FL.
Must thrive in a dynamic, fast-paced environment while maintaining accuracy and efficiency.
The Harvard Promise
Join our team and play a critical role in delivering exceptional service and operational excellence in our Client Solutions Center!
********************
Harvard is offering a competitive salary structure including benefit package with medical, dental, life, and long-term disability (LTD) insurance along with 401K Savings Plan.
An Equal Opportunity Employer --- M/F/D/V
At Memorial, we are dedicated to improving the health, well-being and, most of all, quality of life for the people entrusted to our care. An unwavering commitment to our service vision is what makes the difference. It is the foundation of The Memorial Experience.
Summary
The Patient Financial Services Representative (PFSR) serves as the first point of contact in greeting patients and guarantors in the hospital, ambulatory or medical office setting. The PFSR engages with the patient or guarantor to obtain pertinent information and answer any questions in an effort to ensure that all required demographic, financial, and insurance eligibility information is gathered and verified. Ensures all required notices and consent forms are signed accordingly.
Responsibilities
Provides exceptional customer service and ensures all questions and concerns are addressed in a timely and courteous manner. May guide the patient to appropriate destination for services.Obtains pre-certification and authorization.Verifies insurance benefits including obtaining insurance card(s) and confirms coverage is active. Determines correct insurance filing order, if multiple insurance coverages are effective for that service.Explains polices including all regulatory and financial consent forms; secures all required signatures.May perform patient discharge functions including, but not limited to, review of after visit summary (AVS), future appointment scheduling, and referrals.Interviews patients and guarantors at the workstation or bedside to obtain all necessary information, including a copy of the patient or guarantor identification card.May confirm physician and prescription orders ensuring accuracy.May schedule walk-in appointments for services offered.Collects patient out-of-pocket responsibility per collection guidelines. Provides patient estimates as requested. Prepares and balances a daily deposit of all payment collections.
Competencies
ACCOUNTABILITY, ACCURACY & QUALITY, CUSTOMER SERVICE, EFFECTIVE COMMUNICATION, ORGANIZATION SKILLS, PATIENT AND FAMILY CENTERED CARE, PROBLEM SOLVING, PRODUCTIVITY, RESPONDING TO CHANGE, STANDARDS OF BEHAVIOR, TEAM WORK
Education And Certification Requirements
High School Diploma or Equivalent (Required)
Additional Job Information
Complexity of Work: Requires excellent communication skills, critical thinking skills, decisive judgment, and the ability to work with minimal supervision. Must be able to work in a stressful environment and take appropriate action. Ability to work and build relationships collaboratively. Required Work Experience: No experience required. One (1) year of related hospital, medical office, or customer service experience preferred. Other Information: In Memorial Physician Group (specialty practices), additional responsibilities include: (1) obtain specialty authorizations (2) authorization denial and peer to peer process (3) patient care navigation ex: surgical and procedural coordination and scheduling for patient specific populations (4) handle all incoming calls and physician and hospital back line (5) obtain and confirm referrals In the Hospital, additional responsibilities include: (1) Upon validation of patient identity, place identification band on patient (2) obtain signatures for hospital specific regulatory forms not required in an ambulatory or office setting (3) obtain authorizations for walk-in appointments (4) determine when financial assistance is needed.In Memorial Primary Care, additional responsibilities include: (1) MIH-MPC program patient referral, payment collection and eligibility scheduling (2) process referral work-ques and same day access requests (3) work with Patient Access Center on real time patient requests (4) address prescription refill requests, patient advice requests through MyChart, and provider scheduling template.
Working Conditions And Physical Requirements
Bending and Stooping = 60%
Climbing = 0%
Keyboard Entry = 100%
Kneeling = 0%
Lifting/Carrying Patients 35 Pounds or Greater = 60%
Lifting or Carrying 0 - 25 lbs Non-Patient = 80%
Lifting or Carrying 2501 lbs - 75 lbs Non-Patient = 40%
Lifting or Carrying > 75 lbs Non-Patient = 0%
Pushing or Pulling 0 - 25 lbs Non-Patient = 80%
Pushing or Pulling 26 - 75 lbs Non-Patient = 80%
Pushing or Pulling > 75 lbs Non-Patient = 0%
Reaching = 80%
Repetitive Movement Foot/Leg = 0%
Repetitive Movement Hand/Arm = 80%
Running = 0%
Sitting = 80%
Squatting = 80%
Standing = 80%
Walking = 80%
Audible Speech = 80%
Hearing Acuity = 80%
Smelling Acuity = 0%
Taste Discrimination = 0%
Depth Perception = 80%
Distinguish Color = 0%
Seeing - Far = 80%
Seeing - Near = 80%
Bio hazardous Waste = 60%
Biological Hazards - Respiratory = 60%
Biological Hazards - Skin or Ingestion = 60%
Blood and/or Bodily Fluids = 60%
Communicable Diseases and/or Pathogens = 60%
Asbestos = 0%
Cytotoxic Chemicals = 0%
Dust = 0%
Gas/Vapors/Fumes = 60%
Hazardous Chemicals = 60%
Hazardous Medication = 60%
Latex = 60%
Computer Monitor = 100%
Domestic Animals = 0%
Extreme Heat/Cold = 0%
Fire Risk = 0%
Hazardous Noise = 0%
Heating Devices = 0%
Hypoxia = 0%
Laser/High Intensity Lights = 0%
Magnetic Fields = 0%
Moving Mechanical Parts = 0%
Needles/Sharp Objects = 60%
Potential Electric Shock = 0%
Potential for Physical Assault = 40%
Radiation = 0%
Sudden Decompression During Flights = 0%
Unprotected Heights = 0%
Wet or Slippery Surfaces = 40%
Shift
Primarily for office workers - not eligible for shift differential
Disclaimer: This job description is not intended, nor should it be construed to be an exhaustive list of all responsibilities, skills, efforts or working conditions associated with the job. It is intended to indicate the general nature and level of work performed by employees within this classification.
Wages shown on independent job boards reflect market averages, not specific to any employer. We encourage candidates to talk to their Memorial Healthcare System recruiter to discuss actual pay rates, during the hiring process.
Memorial Healthcare System is proud to be an equal opportunity employer committed to workplace diversity.
Memorial Healthcare System recruits, hires and promotes qualified candidates for employment opportunities without regard to race, color, age, religion, gender, gender identity or expression, sexual orientation, national origin, veteran status, disability, genetic information, or any factor prohibited by law.
We are proud to offer Veteran's Preference to former military, reservists and military spouses (including widows and widowers). You must indicate your status on your application to take advantage of this program.
Employment is subject to post offer, pre-placement assessment, including drug testing.
If you need reasonable accommodation during the application process, please call ************ (M-F, 8am-5pm) or email *******************************
$29k-39k yearly est. 5d ago
English/Spanish Customer Service
5Th HQ
Service associate job in Hollywood, FL
We are seeking a dedicated and customer-focused Customer Service Representative (CSR) to join our team in Pembroke Park, FL. As a CSR, you will play a vital role in providing exceptional service to our customers while managing inquiries, resolving issues, and supporting our daily operations.
Key Responsibilities:
Answer inbound calls and respond to customer inquiries in a professional and friendly manner.
Resolve customer complaints, issues, and inquiries promptly, ensuring customer satisfaction.
Process customer orders, returns, and exchanges efficiently and accurately.
Maintain a thorough understanding of products and services to provide accurate information to customers.
Update and maintain customer records in the system.
Collaborate with team members to improve service processes and meet customer needs.
Handle email and online inquiries as needed.
Provide follow-up with customers to ensure their issues have been resolved to their satisfaction.
Assist with administrative tasks such as filing, data entry, and report generation.
Qualifications:
High school diploma or equivalent required.
Previous customer service experience preferred.
Strong verbal and written communication skills.
Ability to multitask, prioritize, and stay organized in a fast-paced environment.
Excellent problem-solving skills and attention to detail.
Proficiency in Microsoft Office and basic computer skills.
Must be Bilingual (English/Spanish).
Benefits:
Competitive pay up to $18 per hour.
Monday - Friday schedule with weekends off.
A positive and supportive work environment.
Opportunities for growth within the company.
$18 hourly 1d ago
SERVICE ADVISOR
Acmgmt LLC
Service associate job in Miami Beach, FL
Requirements Valid and clean driver's license Experience as a Service Advisor This is a fast-paced shop that is busy and growing. There are opportunities to advance and grow your career. You will be part of a team that is focused on customer satisfaction as well as employee satisfaction. Please contact Mark Leslie, Service Director by email.
************************
We are an equal-opportunity employer. All applicants will be considered without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other protected characteristic.
"Florida Drug-Free Workplace: Pre-employment Drug Testing"
$36k-64k yearly est. 1d ago
Client Specialist III
Amerant Bancorp Inc.
Service associate job in Miami, FL
The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.).
Duties and responsibilities include:
Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;
Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary;
Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.;
Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;
Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;
Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;
Monitor and manage overdrafts and past-due reports, which may include calling the customers;
Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable;
Prepare minimum balance covenant certificates;
Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;
Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis;
Review post-closing loan documentation collection and verification to maintain adequate quality controls;
Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued.
Minimum Education and/or Certifications Requirements:
Bachelor's Degree required or pursuing a Bachelor's degree
Formal credit training is a plus
Minimum Work Experience Requirements:
3+ years of experience as a Lending Administrative Assistant
Technical and/or Other Essential Knowledge:
Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
$27k-50k yearly est. 1d ago
Client Specialist III
Amerant
Service associate job in Miami, FL
The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.).
Duties and responsibilities include:
Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts;
Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary;
Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.;
Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents;
Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow;
Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality;
Monitor and manage overdrafts and past-due reports, which may include calling the customers;
Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable;
Prepare minimum balance covenant certificates;
Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues;
Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis;
Review post-closing loan documentation collection and verification to maintain adequate quality controls;
Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued.
Minimum Education and/or Certifications Requirements:
Bachelor's Degree required or pursuing a Bachelor's degree
Formal credit training is a plus
Minimum Work Experience Requirements:
3+ years of experience as a Lending Administrative Assistant
Technical and/or Other Essential Knowledge:
Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge
Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint
How much does a service associate earn in Margate, FL?
The average service associate in Margate, FL earns between $20,000 and $57,000 annually. This compares to the national average service associate range of $23,000 to $63,000.
Average service associate salary in Margate, FL
$34,000
What are the biggest employers of Service Associates in Margate, FL?
The biggest employers of Service Associates in Margate, FL are: