Retirement Service Agent
Service representative job in Palm Beach, FL
Recruitment Incentive: Applicants may be eligible for a $40,000 recruitment incentive in accordance with regulatory requirements. Click apply for complete details on the recruitment incentive details and eligibility. Be tomorrow's Secret Service.
During the course of their careers, special agents carry out assignments in both investigations and protection and may be assigned to multiple duty stations throughout the U.Conducting criminal investigations pertaining to financial obligations of the United States.
* Planning and implementing security designs for National Special Security Events.
This is no ordinary job, and our special agents are no ordinary individuals. Show us you have the talent and background we need, and we'll show you the rewards that come with being a special agent in the U.Carry and use a firearm. Maintaining firearm proficiency is mandatory.
Be at least age 21 at the time of application and less than age 37 at the time you receive a conditional offer of employment, unless you have previous service in a Federal Civilian Law Enforcement position covered by special law enforcement or firefighter retirement provisions, including early or mandatory retirement. Applicants with veteran's preference must receive a conditional offer of employment prior to reaching age 40 to continue in the application process.
You must obtain a Top Secret Clearance and retain it during your career.
Possess uncorrected visual acuity of no worse than 20/100 binocular, possess corrected visual acuity of 20/20 or better in each eye.
Submit to a drug test prior to your appointment and random drug testing while you occupy the position.
Complete 13 weeks of intensive training at the Federal Law Enforcement Training Center(FLETC) in Glynco, GA and 18 weeks of specialized training at the James J. Rowley Training Center in Laurel, MD.
Sign a mobility agreement stating your willingness to accept assignments anywhere within the United States and overseas.
Certify that you have registered with the Selective Service System or are exempt from having to do so, if you are a male applicant born after December 31, 1959.
By applying, you consent to your information being transmitted by Get It to the Employer, as data controller, through the Employer's data processor SonicJobs.
See United States Secret Service Privacy Policy at and SonicJobs Privacy Policy at and Terms of Use at
Customs Brokerage Entry Specialist
Service representative job in Miami, FL
A1 Worldwide Logistics, Inc. is a Freight Forwarding and Customs Brokerage firm that provides personalized one-on-one service to help individuals and businesses navigate the logistics process. We are dedicated to providing the highest level of customer service while helping our clients navigate the import and export process.
We currently have an open Customs Brokerage Entry Specialist position. The ideal candidate will have recently graduated or be pursuing a degree in International Business, be well-organized, customer-focused, and possess good communication skills.
Job Requirements:
The ideal candidate must be located in
Miami, Florida
The expected length of relevant prior experience beyond formal education is 3 to 5 years.
Excellent Customer Service skills
Detail and outcome-oriented
Well-organized and able to effectively manage multiple priorities
Professional manner with a strong ethical code
Strong analytical thinking and problem-solving skills
Good computer skills, including Microsoft Office, Word, Excel, and Outlook
Self-motivated and able to stay on task with little or no supervision
Fluent in English and Spanish preferred
A fast-paced, deadline-driven office environment demands multitasking and effective time management.
Job Responsibilities:
Perform Administrative tasks: Answer telephones, respond to inquiries, and/or refer callers accordingly
Printing documents, opening files, collecting documents from clients, tracing shipments
Work directly with customers, Customs, and overseas offices to file entries
Tracking shipments and obtaining arrival information, Air & Ocean
Make U.S. Customs entries under U.S. Customs law
Ensure that all documents required by U.S. Customs regulations are correct and complete
Classification
Ensure that entries are in compliance with U.S. Customs
Working knowledge of PGAs - FDA, FCC, USDA, FWS, etc.
Coordinating deliveries with truckers and clients
Maintain up-to-date knowledge, including any needed continuing education, of the regulations and procedures.
Perform other duties as requested by management
***Only CVs in English will be considered***
Customer Service Specialist
Service representative job in West Palm Beach, FL
Must be based in South Florida (Juno Beach)
Up to $33/hr
Looking to hire right away!
Required Skillsets:
Bachelor's degree in Education, Instructional Design, or related field preferred
3-5 years of Customer Service Experience
Experience in training design and development, preferably in a technical or utility environment
Proficiency with eLearning authoring tools (e.g., Articulate, Rise, Canva)
Additional Considerations:
SAP experience strongly preferred
Job Description:
Insight Global is looking for a Training Analyst to support the design, development, and delivery of comprehensive training programs for SAP implementations impacting back office operations. Role plays a critical part in ensuring employees are equipped with the knowledge and skills needed to successfully adopt new systems and processes, while capturing and documenting key workflows to support sustainability and ongoing reference.
Duties & Responsibilities
• Support the design, development, and delivery of training materials for SAP items impacting back office users
• Collaborate with Subject Matter Experts (SMEs) to ensure training content is accurate, comprehensive, and aligned with operational needs
• Collaborate in the development of multiple training modalities including eLearning modules, videos, simulations, job aids, and instructor-led training materials
• Facilitate instructor-led and/or virtual-led training sessions for back office end-users impacted by SAP implementations
• Support process documentation to capture workflows and system procedures
Collaboration & Stakeholder Engagement
• Partner closely with SMEs and business stakeholders to gather requirements and validate training approaches
• Work alongside internal training team members to ensure consistency and quality across all training deliverables
Customer Service Representative
Service representative job in Cooper City, FL
Licensed Insurance CSR/Agent (Homeowners-Focused)
Full-Time | In-Office | Cooper City, Broward County, FL
Do you love helping people, staying organized, and making insurance feel human? We're looking for a friendly, licensed pro to join our in-office crew and take amazing care of our clients-mostly personal lines, especially homeowners. If you're more service than sales and like a little office fun with your files, let's talk.
What You'll Tackle:
- Fix policy hiccups, answer client questions, and work those remarkets like a champ
- Client emails and phone calls
- Be part of a team that actually enjoys showing up
What You Bring:
- Active 2-20, 20-44, or 4-40 ready to upgrade within a few months
- 1+ year of insurance service
- You're detailed, dependable, and drama-free
What You'll Get:
- $27/hour starting pay (negotiable)
- Monthly retention bonuses for great client service
- Additional in-office bonus for licensed full-time staff
- $110/week for health + $10/week cell phone reimbursement
- $10/week toward AFLAC of your choice
- 401(k) available
- 11 paid holidays, growing PTO, and actual lunch breaks
- Weekly office snacks, lunches & bingo with cash prizes
- Occasional work-from-home flexibility (like when life happens)
Ready to join a team that gets stuff done, treats people right, and laughs along the way? Send your resume to ************************, or text ************. Let's make insurance more awesome together!
Senior Customer Service Representative
Service representative job in Boca Raton, FL
The Senior Customer Service Representative supports the daily operations of the agency by providing advanced customer service, policy support, and account management. This role acts as a primary point of contact for clients, resolves complex inquiries, assists with policy changes, and ensures exceptional service delivery while maintaining compliance with state and carrier requirements.
Client Service & Support
Serve as the main contact for policyholders, delivering high-quality service via phone, email, and in-person interactions.
Handle complex customer inquiries related to coverage, billing, claims, renewals, and endorsements.
Assist clients with policy changes, cancellations, reinstatements, and general account updates.
Review client accounts to ensure accuracy and identify gaps in coverage or service needs.
Policy Administration
Process endorsements, certificates of insurance, evidence of insurance, bind requests, and other policy documentation.
Support new business and renewal processes by gathering required information and preparing applications.
Verify policy accuracy, rating information, and carrier guidelines prior to final processing.
Coordinate with insurance carriers on underwriting requirements, coverage questions, and policy adjustments.
Claims Support
Guide clients through the claims filing process and provide follow-up as needed.
Act as a liaison between carriers, adjusters, and policyholders to ensure timely updates.
Team & Operational Support
Provide guidance and support to junior CSRs and team members.
Assist in workflow improvement, procedure updates, and best-practice implementation.
Maintain compliance with all state regulations, company policies, and carrier requirements.
Customer Experience & Retention
Build strong client relationships through responsive service and proactive communication.
Identify opportunities for cross-selling or up-selling appropriate P&C products (within 4-40 license permissions).
Support retention efforts by reviewing renewal options and assisting in remarketing when needed.
Required Qualifications
Valid Florida 4-40 Customer Representative License.
3-5+ years of customer service or account management experience in a Property & Casualty insurance environment.
Strong knowledge of personal lines and/or commercial lines insurance products, coverage forms, and terminology.
Proficiency with insurance management systems (e.g., Applied Epic, AMS360, QQ, Hawksoft) preferred.
Excellent communication, problem-solving, and organizational skills.
Ability to work independently, prioritize tasks, and manage high-volume workloads.
Customer Success Representative - Bilingual
Service representative job in Miami, FL
Verifi Concrete is a leading provider of cutting-edge digital solutions for the concrete industry, revolutionizing how concrete is monitored, managed, and optimized. Our technology enables real-time tracking of concrete properties, enhancing quality control, efficiency, and sustainability across construction projects. With a strong focus on innovation, automation, and data-driven insights, Verifi Concrete empowers clients to reduce material waste, improve operational performance, and drive cost efficiencies.
As we continue our global expansion, we are looking for dynamic professionals to join our team and contribute to transforming the future of concrete & construction technology.
Candidate must be located in the Southern FL area with a preference of bilingual (English / Spanish)
Business Management:
Providing solutions for their businesses that are in line with value derived from Joint Business Plans with customer .
Monitoring competitor activity and ensuring appropriate action is taken.
Building long-term relationships with customers ensuring that value needs are fulfilled, helping provide process', structure and value support
Networking through active participation in industry association events and committee assignments
Working directly with Field Service Managers and Field Service Technicians to bring value to customer
Commercial & Excellence in Execution:
Actively works with other departments including Sales, Field Service, command center and R&D to ensure customer service needs are met. Identifies bottlenecks in service and works within the company to resolve issues
Works with Customer Success Manager to create process' and plans to promote value, derived from Joint Business plans with Client Engagement Managers
Coordinates initiatives with team members in Client Engagement and Customer Success Manager
Leads the development and implementation of the account plans and value actions. The assigned Account(s) initiatives and success will be the responsibility of the Customer Success Representative
Leveraging local relationships to generate leads in current markets up to the Client Engagement Manager and Business Development.
Is this job for you ?
Education
Required
High School Diploma or Equivalent
Preferred
Bachelor's Degree - Engineering or Business
Work Experience
Required
Microsoft Excel/Outlook
Bilingual - English / Spanish
Preferred
Business knowledge - Business, sales experience
5+ years of product engineering experience with electro-mechanical system, preferably in the industrial sector
3+ years Ready mix or equal experience
Tableau/Power BI
Licenses and Certifications
Osha 10 - Preferred
Customer Success Specialist
Service representative job in Miami, FL
Job Title: Customer Success Specialist
Type: Full Time
Client Overview: Our client is a Miami-based startup transforming how people interact with government services. Using advanced AI, they streamline complex processes like passports, visas, and vehicle registration - making them faster, easier, and stress-free. Their vision is to make the customer experience seamless through our marketplace of trusted couriers.
As a Customer Success Specialist, you will balance quality service with high-volume output - making 150-200 outbound calls per day. It is crucial keeping the conversations focused, efficient, and results-driven. Success in this role means helping customers complete their applications, preventing cancellations or refunds, and maintaining a positive experience throughout. Most customer interactions are managed by our AI platform, in this role you will join a dedicated on-site team that handles escalations, retention outreach, and follow-up calls requiring a human touch. This is a fast-paced, performance-driven position where communication skill, focus, and consistency directly impact success. Being on time, maintaining impeccable attendance, and taking full responsibility for your performance are essential.
Responsibilities
Make and manage a high volume of outbound calls (150-200 daily) through our AI platform
Guide customers through passport, visa, and registration applications
Maintain efficient call pacing - balancing quality, empathy, and productivity
Focus on retention and refund prevention, resolving concerns quickly
Document outcomes and feedback to improve AI workflows and customer experience
Collaborate with teammates and product teams to enhance customer journeys
Be punctual, reliable, and accountable every day
Qualifications
1+ year in a customer success, sales support, or call center environment
Proven ability to manage high call volume with professionalism and consistency
Strong verbal communication and persuasive problem-solving skills
Experience with CRM or AI-driven tools (training provided)
Excellent time management - able to stay productive and keep calls concise
Dependable, punctual, and responsible with a strong work ethic
Positive, team-oriented attitude with a competitive edge
Bachelor's degree preferred but not required
Must be legally authorized to work in the U.S. (background check required)
Compensation & Benefits
💰 $50,000/year
🚗 Parking pass provided
🍳 Complimentary breakfast and snacks
🩺 Aetna Health, Vision, Dental, and Life Insurance
🏖️ 10 PTO days per year + most federal holidays off
📈 Growth opportunities within a high-performing startup
Why Join Our Client? You will be part of a team where speed, accountability, and service quality go hand in hand. You will help customers complete essential government services while contributing to a fast-scaling company that blends AI efficiency with human empathy.
PHS Customer Service Representative
Service representative job in Miami, FL
BMI Companies, part of BMI Financial Group, Inc has nearly five decades of experience providing insurance and solutions for families worldwide. Specializing in high-quality Life Insurance, Health Insurance with global coverage, and Travel Assistance Plans, BMI is committed to innovating insurance products for the international community.
About the Role: The PHS Customer Service Representative will be responsible for providing high-quality service and support to our life insurance policyholders. He/she will be handling inquiries, processing policy change service requests, resolving issues, and delivering accurate information efficiently and professionally.
The PHS Customer Service Representative must be able to work in a high performance, customer-focused team environment, helping to maintain a positive customer experience while ensuring compliance with company standards and regulatory requirements.
This is a 100% IN- OFFICE opportunity - Applying candidates MUST live in Miami, FL and be fluent in Spanish and English.
Responsibilities:
Respond to incoming emails, calls, and inquiries from policyholders, agents, and other stakeholders.
Provide clear and accurate information regarding life plans, including billing, coverage details, and policy changes.
Process policy service requests such as beneficiary updates, payment method changes, address changes, policy assignments, in-force illustrations, benefit payments, and other policy changes.
Document all customer interactions and actions taken in the customer relationship management (CRM) system
Assist with outbound calls or follow-ups as required.
Provide limited customer service support to company local office affiliates.
Assist with special projects as assigned.
Contribute to team goals for service, accuracy, and customer satisfaction.
Qualifications:
Bilingual- Excellent written and verbal communication in Spanish and English a must.
Associate or Bachelor's Business Degree Preferred
Experience in customer service (minimum two years) preferably in the insurance or financial services sector.
Previous customer service experience with LATAM customers a PLUS
Knowledge of life insurance products and terminology.
Customer focused mindset with empathy and patience.
Ability to multi-task and manage time effectively.
Attention to detail and high level of accuracy in data entry and documentation.
Familiarity with CRM systems and Microsoft Office software
Committed team player who actively supports colleagues and contributes to team goals.
Customer Service Representative
Service representative job in North Palm Beach, FL
Our client is seeking a Client Service Representative to join their team! This position is located in North Palm Beach, Florida.
Execute and submit client account servicing requests within appropriate time frames, including submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintaining accurate and complete account records, imaging documents, and researching client issues
Handle paying and receiving activities, including cash transactions and daily balancing activities, while fully understanding and adhering to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet
Develop strong understanding of the required steps involved in each request, communicating with relationship management and NCSS teams as needed to obtain information necessary to properly execute requested activities
Maintain strong understanding of policies and procedures, addressing the requirements of each activity in a timely manner and in strict adherence with company and Wealth Management Risk Management and Compliance guidelines, promptly escalating any issues or concerns to management
Develop strong knowledge of various business applications critical to client and account servicing, including online tools, and actively seek to expand knowledge of the latest enhancements to company partner and client technology and systems to maintain the highest standards of service
Assist with the maintenance and servicing of Safe Deposit Boxes in offices where available
Stay informed of new and existing company and Wealth Management products, services, and compliance requirements to respond to client inquiries and assist in recommending services that help expand overall client relationships
Monitor banking reports and provide assistance with banking audits as directed by the Team Leader or Manager
Desired Skills/Experience:
Knowledge of federal regulation banking guidelines banking operations products and services acquired through related work experience is preferred
Strong client service skills problem solving and organizational skills are required to identify research and resolve requests
Ability to think critically and to work well independently and as part of a team
Strong verbal and written communication skills
Benefits:
Medical, Dental, & Vision Insurance Plans
Employee-Owned Profit Sharing (ESOP)
401K offered
The approximate pay range for this position is between $12.00 and $17.13. Please note that the pay range provided is a good faith estimate. Final compensation may vary based on factors including but not limited to background, knowledge, skills, and location. We comply with local wage minimums.
Client Services Specialist
Service representative job in Boca Raton, FL
Flight Operations Coordinator
This Role is an In-House Role. The Candidate must be able to travel to our Boca Raton Office. We are not considering remote candidates.
Are you ready to embark on a thrilling journey with a company that offers a dynamic, fun, and relaxed work environment? Look no further! At Jets.com, we take pride in delivering top-tier, personalized 24/7 service to our distinguished clientele who demand the best.
We are seeking an experienced and detail-oriented Flight Operations Coordinator to join our team. This role is critical in coordinating and scheduling flights while ensuring seamless operations and an exceptional client experience. Additionally, we are prioritizing candidates with leadership experience, as we see this role evolving into managing a team of coordinators in the future.
Key Responsibilities:
Coordinate and Schedule Flights - Efficiently arrange flight itineraries, considering client preferences and operational requirements.
Ensure Safe Operations - Monitor flight progress, weather conditions, and other factors that impact travel, making real-time adjustments as needed.
Client Communication - Maintain clear and professional communication with clients, providing updates and addressing any travel-related inquiries.
Accurate Documentation - Maintain detailed flight records, manage billing processes, and reconcile accounts.
Customer Service - Handle customer inquiries with professionalism, ensuring issues are resolved efficiently.
Compliance and Safety - Adhere to aviation regulations and company protocols to uphold the highest standards of service and safety.
Ad Hoc Projects - Support the Vice President of Sales on projects aimed at building, optimizing, and innovating the sales department.
Qualifications:
Leadership Experience - Ability to mentor and guide others, with the potential to lead a team of coordinators in the future.
Proficiency in Excel and PowerPoint - Comfortable analyzing data, preparing reports, and presenting insights.
Detail-Oriented and Organized - Ability to multitask and manage multiple flights and clients simultaneously.
Strong Communication Skills - Professional verbal and written communication with both clients and internal teams.
Ability to Work Under Pressure - Remain calm and efficient in a fast-paced, time-sensitive environment.
Aviation Knowledge - Preferred but not required; a willingness to learn is essential.
If you have a passion for aviation, thrive in a dynamic work environment, and are ready to grow into a leadership role while contributing to the evolution of our sales department, we encourage you to apply!
Account Service Representative -Field Sales
Service representative job in Doral, FL
The Account Service Representative is responsible for delivering exceptional service to brokers, agencies, and employer groups. This role supports the full lifecycle of group accounts-renewals, enrollments, changes, claims support, quoting follow-ups, and carrier communication. The ASR works closely with the sales and operations team to ensure accuracy, timeliness, and high customer satisfaction
What you'll be doing:
Broker & Agency Support:
Serve as the primary point of contact for agencies regarding group insurance questions, documentation, renewals, and service needs.
Assist brokers with quoting requests, benefit summaries, enrollment materials, and onboarding documentation.
Provide clear guidance on medical, dental, vision, GAP, and ancillary benefits.
Group Account Management:
Support new group onboarding, including application review, census validation, and carrier submissions.
Assist with open enrollment meetings, renewal reviews, and plan comparison tools.
Maintain accurate group records, policy details, and service notes.
Track renewals, missing documents, billing issues, and enrollment updates.
Carrier & Vendor Coordination:
Communicate with carriers regarding applications, eligibility, billing discrepancies, and service issues.
Facilitate resolution of escalated member and employer concerns.
Ensure compliance with carrier guidelines and timelines.
Administrative & Operational Tasks:
Prepare service emails, renewal notices, spreadsheets, and standardized documents for agencies and employers.
Maintain CRM activity logs, follow-up tasks, and documentation.
Assist the Group Sales Director in tracking KPI metrics and service SLAs
Requirements:
Must know all carriers. Traditional group insurance
Must have knowledge of working with a census
Customer service experience
215 License required
Reliable transportation
Qualifications:
Salesforce knowledge helpful
Ichra knowledge helpful
Business development experience
5-10 years of experience in health insurance, group benefits, or employee benefits
administration (preferred).
Knowledge of medical, dental, vision, GAP, and ancillary products.
Strong communication skills-professional, clear, and customer focused.
Ability to manage multiple priorities with attention to detail and deadlines.
Proficient in Microsoft Office (Excel, Word, PowerPoint); CRM experience is a plus.
Bilingual (English/Spanish)
Salary range: $55-$75k + Commission
Schedule: 9-5 with occasional weekend events. Hybrid/remote possible after 90 days.
January start date
Call Center Customer Service Representative
Service representative job in Boca Raton, FL
💼 Now Hiring: Bilingual Inside Sales Appointment Representativas- Boca Raton based
|Base + Unlimited Commission (Top Earners 50K- $100K+)
Turn conversations into life-changing consultations! As a Prospect Engagement & Appointment Conversion Specialist, you'll connect with new leads, build trust, and schedule in-person consultations with our Certified Hair Loss Specialists-helping people take the first step toward confidence.
What You'll Do:
Engage warm leads via phone, chat, text & email
Schedule and confirm in-person consultations
Re-engage abandoned or paused prospects
Deliver a luxury, white-glove experience every time
Track all activity in Salesforce
What You Bring:
Bilingual (English/Spanish) preferred
3+ years in consultative sales, luxury service, or call center
Strong communication, confidence & empathy
Salesforce or CRM experience a plus
Ability to work evenings/weekends (11am-8pm shift) with Sundays off
Must be able to report to Boca Office - no remote work
What You'll Get:
✅ Paid training from Day 1
✅ Leads provided - no cold calling
✅ Paid vacation, holidays & personal days
✅ Medical, dental, life insurance & 401(k) with match after a year
✅ Tuition reimbursement after 1 year
✅ Unlimited earning potential
Ready to make great money while changing lives? Apply now and grow your career with HairClub!
Customer Service Representative
Service representative job in Deerfield Beach, FL
We are seeking a
Customer Service Representative
will be
fully on-site
at our Deerfield Beach, FL Corporate Headquarters.
Responsible for the timely and accurate processing of customer orders and for providing effective verbal and written communications with internal and external customers to support product selection, demand, and order fulfillment activities. Position reports to the National Customer Service Manager and provides very close liaison with the following departments: Sales, R&D, Production/Shipping & Receiving, Transportation, and Purchasing
What You Get To Do:
Enter and manage customer orders, sample requests, demo requests, credit, and debit memos in AS-400.
Act as the first point of contact for our customers and sales staff, including but not limited to: basic troubleshooting response and follow-up, providing technical data sheets/documentation, etc.
Provide the input and assistance required to accurately and timely process, update the Customer Claims Tracker and Claims/RMA forms as needed, investigate, and resolve customer satisfaction issues.
Provides support for avoiding and eliminating aging and aged Finished Goods Inventory.
Assure that all internal/external inquiries are directed to the appropriate personnel for timely action. This includes inquiries from customers, sales representatives, management, etc.
Manage customer accounts professionally and efficiently.
Promote a proactive approach with customers to help reduce inventory levels, accounts receivable, and customer complaints.
Partner with the National Customer Service Manager to continuously improve the effectiveness of the Customer Service Department.
Promote the quality system through adhering to the elements of and being familiar with the philosophy, quality statement, quality manual, and procedures.
Manage sales solicitation of customer base, including existing accounts, dormant accounts, and potential new customers.
Determine customer satisfaction through the observation of daily communication and customer claims.
Supply quotes to Field Sales and to our customer base upon request.
Performs other duties as required
What You Bring To The Team:
High School Diploma or GED required.
Proficiency with Microsoft Office 365 Suite, including Outlook, Word, Excel, PowerPoint, and Teams.
Minimum of two years of industry experience or any equivalent combination of related training and experience.
Minimum of two (2) years' experience as a Customer Service Representative.
AS-400 or other CRM enterprise-wide system experience strongly preferred.
Bachelor's degree from a four-year college or university or the equivalent preferred.
Inside sales experience preferred
Take a look at why so many of our team members continue their careers with Mapei-Polyglass! Life at Polyglass
Customer Services Specialist
Service representative 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.
Customer Service Delivery Advocate
Service representative job in Miami Beach, FL
We're looking for Customer Advocates with at least 2 years of customer-facing experience to build an exciting career at Carvana - the fastest-growing used automotive retailer in U.S. history and one of the four fastest companies to make the Fortune 500!
Whether it's delivering happiness to customers on the driveway or getting involved in the local community, our Customer Advocates are leading the charge in reintroducing happiness into the car-buying process. Ready to join the 'Hauler-Life'?
Shift Requirement: The hours for this position are from 7am - 5pm, 9am - 7pm or 11am - 9pm. We ask that team members be available to work 7 days a week. Days off will rotate between weekdays and weekend days.
Unlock Your Earning Potential!
We offer a competitive starting hourly rate of $17/hr with significant growth opportunities based on performance. You can boost your earnings within a short timeframe:
Pay Range: $17-$19 hourly
Starting Pay: $17/hr
At 3 Months: $17.50/hr
At 6 Months: $18/hr
In your first year, you can progress from $17/hr to $19/hr through our performance-based Careers Not Jobs program, which provides four merit opportunities annually. As part of this program, eligible team members can enjoy an additional $0.50 increase in their pay every 90 days.
And that's not all! Market Operations may offer other performance-based incentive programs specific to your location, potentially unlocking even greater earnings.
Benefits + Perks:
We continually invest in our team members' success because when our team members grow, we grow. Here is how we invest in you:
Compensation: Competitive, Performance-Based Compensation PLUS 401(k) with Carvana match, opportunity for overtime during busy seasons
Fast Track Advancement Opportunities: Stellar performers achieve higher pay rates sooner based on performance. Hard work and stellar performance won't go unnoticed.
Health & Wellness: 100% Company Paid Healthcare Premiums plus Dental + Vision benefits. Wellness program to support mental, physical and financial health. We know pets are family too! Benefit from our pet care savings program to keep your furry friends healthy and happy.
Time Off & Work-Life Balance: Generous paid time off (13 days for the first year, increases to 20 days thereafter)
Education Support: We support you depending on where you are at in your education journey - if you are looking to pursue a bachelor's degree, we offer tuition reimbursement. And if you already have your bachelors degree we have a student loan repayment program!
Equity: Carvana Shares is something that we grant to our team members on an annual basis where you get to be an 'owner' in the company. We also offer an Employee Stock Purchase Plan discount!
Professional Development: Extensive internal growth and professional development opportunities
And more!
About the Role:
We're looking for enthusiastic, energetic, and self-motivated team players with at least 2 years of customer-facing experience to:
Deliver vehicles straight to customers' doors with our custom car haulers (don't worry - a commercial license is not required to drive the hauler and you will receive ample training)
Frequently load/unload vehicles onto the hauler (this part does require getting physical!) and regularly inspect the car-hauler to make sure the vehicle maintains safe to drive
Complete customer paperwork and include thorough notes in our customer tracking system
Consistently drive safe and maintain a clean driving record in accordance with Carvana's CMV Driver Qualification policy.
* Candidates must have (or be able to obtain) a Notary in your local jurisdiction within the first 90 days of employment (process sponsored by Carvana). This process may involve satisfying state-specific requirements. For further details, candidates can review their local state notary requirements here: State Notary Requirements .
* Candidates must be able to satisfy state-specific requirements related to access DMV/title and registration systems.
* Illinois, Michigan, Louisiana, and Missouri employees must obtain a Chauffeur's license or any other state specialty license within the first two weeks of employment (process sponsored by Carvana).
* California employees must obtain a Vehicle Verifier license within the first 90 days of employment (Process sponsored by Carvana).
General qualifications and requirements
Ability to perform physically demanding tasks like detailing vehicles and loading/unloading vehicles onto our haulers in indoor and outdoor conditions with occasional exposure to inclement/extreme weather (some markets may require deliveries to be made in the snow, while other markets require deliveries to be made in the summer heat) .
Ability to walk/stand and sustain physical activity for extended periods of time (8+ hours)
Must be able to read, write, speak and understand English
Requires high and low levels of movement with the ability to reach with arms, twist, kneel, crouch, climb, balance, and squat
Requires the grasping, carrying, lifting, pushing, and pulling of items of 50lbs.
Frequent driving requires excellent visual acuity and manual dexterity. Reasonable accommodations may be granted to enable individuals with disabilities to perform the essential functions
Legal stuff
This job description is not designed to contain a comprehensive listing of activities, duties, or responsibilities that are required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.
Carvana is an equal employment opportunity employer. All applicants receive consideration for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, marital status, national origin, age, mental or physical disability, protected veteran status, or genetic information, or any other basis protected by applicable law. Carvana also prohibits harassment of applicants or employees based on any of these protected categories.
All applicants must pass a drug test and obtain a DOT Medical Card. This role is not eligible for visa sponsorship. Must be at least 21 years of age and possess a valid driver's license. Must be able to read, write, speak, and understand English."
Patient Financial Services Representative-Thoracic Surgery-FT-Days-MPG
Service representative job in Hollywood, FL
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 *******************************
Customer Retention/Billing Specialist
Service representative job in Boca Raton, FL
Job DescriptionROLE 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.
Manage schedules, book appointments, and maintain office supplies.
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 communication.
Assist in organizing marketing events, preparing promotional materials, and managing social media accounts.
Provide preliminary assistance to clients in the claims process, ensuring proper documentation and communication with claims adjusters.
BENEFITS:
Monthly Bonuses based on performance
Opportunity for advancement
Paid time off
Health Insurance
Retirement Plan
Training & development
QUALIFICATIONS:
Must be able to obtain FL 4-40 Customer Representative License
Knowledge of Citizens and EasyLink a must.
Previous insurance experience preferred (State Farm)
Previous administrative or customer service experience, preferably in an insurance or financial services setting.
Proficiency in Microsoft Office Suite and familiarity with agency management software.
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.
Premium Cruise & Custom Vacation Consultant - Sunrise, FL
Service representative job in Sunrise, FL
Salary Range\: $20.00 to $33.05 hourly + bonus + benefits
The above represents the expected hourly pay range for this job requisition. Ultimately, in determining your pay, we'll consider your location, experience, and other job-related factors.
We back you with benefits that support your holistic well-being so you can be and deliver your best. This means caring for you and your loved ones' physical, financial, and mental health, as well as providing the flexibility you need to thrive personally and professionally:
Competitive base salaries
Bonus incentives
6% Company Match on retirement savings plan
Free financial coaching and financial well-being support
Comprehensive medical, dental, vision, life insurance, and disability benefits
Flexible working model with hybrid, onsite or virtual arrangements depending on role and business need
20+ weeks paid parental leave for all parents, regardless of gender, offered for pregnancy, adoption or surrogacy
Free access to global on-site wellness centers staffed with nurses and doctors (depending on location)
Free and confidential counseling support through our Healthy Minds program
Career development and training opportunities
For a full list of Team Amex benefits, visit our Colleague Benefits Site.
American Express is an equal opportunity employer and makes employment decisions without regard to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran status, disability status, age, or any other status protected by law. American Express will consider for employment all qualified applicants, including those with arrest or conviction records, in accordance with the requirements of applicable state and local laws, including, but not limited to, the California Fair Chance Act, the Los Angeles County Fair Chance Ordinance for Employers, and the City of Los Angeles' Fair Chance Initiative for Hiring Ordinance. For positions covered by federal and/or state banking regulations, American Express will comply with such regulations as it relates to the consideration of applicants with criminal convictions.
We back our colleagues with the support they need to thrive, professionally and personally. That's why we have Amex Flex, our enterprise working model that provides greater flexibility to colleagues while ensuring we preserve the important aspects of our unique in-person culture. Depending on role and business needs, colleagues will either work onsite, in a hybrid model (combination of in-office and virtual days) or fully virtually.
US Job Seekers - Click to view the “Know Your Rights” poster. If the link does not work, you may access the poster by copying and pasting the following URL in a new browser window\: https\://*******************
Employment eligibility to work with American Express in the United States is required as the company will not pursue visa sponsorship for these positions.
At American Express, our culture is built on a 175-year history of innovation, shared values and Leadership Behaviors, and an unwavering commitment to back our customers, communities, and colleagues. As part of Team Amex, you'll experience this powerful backing with comprehensive support for your holistic well-being and many opportunities to learn new skills, develop as a leader, and grow your career.
Here, your voice and ideas matter, your work makes an impact, and together, you will help us define the future of American Express.
How will you make an impact in this role?
This is a critical frontline role in our contact center, answering calls from our premium card members in a high-volume environment.
We pride ourselves on delivering a flawless service, as well as creating unique and exclusive experiences for our Platinum Card Members. Our Premium Cruise and Custom Vacation Consultants use their passion for travel to surpass Card Member expectations by designing unforgettable trips and memories for our Platinum Card Members. They are brand ambassadors who take pride in their ability to deliver personalized vacation using our best-in-class service, exclusive programs and premium benefits - inspiring long-term relationships and loyalty along the way.
If you have the desire to create extraordinary vacations for our valued Card Members, you are exactly who we are looking for. Delight Card Members with the unforgettable and unexpected.
As an American Express Premium Cruise and Custom Vacation Consultant, you never know what your day is going to entail. It could be a cruise, custom vacation, honeymoon, or a reunion to name a few. Here's just some of what you will be doing each day:
Deliver world-class customer service in an in-bound, high-volume travel call servicing environment
Using your exceptional consulting skills & industry knowledge to design unique travel & lifestyle experiences by expertly booking cruises, custom vacations, hotels, flights, and transportation arrangements anywhere in the world
Providing reassurance and creating rapport by listening to needs from the initial inquiry to the welcome home greeting
A flair for building long-lasting relationships through exceptional listening and communication
Networking with our destination and supplier partners which will enable you to provide extraordinary, perfectly implemented, experiences
Communicate new and existing product offerings and value propositions relevant to the Card Member
Always put the Card Member's experience at the forefront of everything you do, reinforcing the Membership First ™ approach and earning their dedication
Minimum Qualifications:
Minimum of 1 year of Cruise, Custom Vacations or Agency experience is required
Proficient understanding of world geography and emerging travel destinations
Resilience and composure to remain positive under pressure and in changing circumstances
Strong time management and multi-tasking skills
Positive attitude and outlook, demonstrated through desire to learn, willingness to ‘have-a-go' and optimistic teammate
Natural communicator with the ability to demonstrate listening skills and able to adapt conversation to suit the situation
Technically able and used to using computer applications and personal devices, can navigate PC and basic MS Office easily
Ability to thrive in a results-driven environment, with a healthy desire to meet and exceed goals
Flexibility to work shifts, including evenings and weekends
Hours of Operation (7 days/week):
Monday-Sunday; 8\:00am-11\:00pm ET
Auto-ApplyWealth Management Client Specialist
Service representative job in Fort Lauderdale, FL
The Wealth Management Client Specialist will be actively involved in supporting advisor(s) through a full service platform. Assists in achievement of sales revenue by customer contact, relationship building, referral source management, technical, and interpersonal skills. The Client Specialist helps gauge and enhance client satisfaction and ensures adherence to operating procedures. Demonstrates ownership and accountability for data integrity, including accuracy of client data within source systems.
**Essential Duties and Responsibilities** :
- Under general supervision, provide overall support to management, advisors and other support staff including, operating the firms business process management system, maintaining appropriate files, monitoring multiple email inboxes, working with back office to ensure processing is completed, handling of inbound calls/requests when needed and all other facets of support activities assigned.
- Extensive client contact , involved in all activities that align with prospective and existing clients
- Performs account maintenance including money transfer requests, address changes, etc.
- Serves as liaison and between sales team, compliance, and other business lines throughout the firm
- Manages account opening process, including but not limited to retrieving relevant executed documentation from clients and in compliance with regulatory procedures
- Reviews client account activity on a daily, weekly, and monthly basis to ensure overall accuracy, proper settlement, and reconciliation
- May attend client meetings, prospect meeting, and client/marketing events
- Organize, manage, and track multiple detailed tasks and assignments with frequently changing priorities and deadline in a fast-paced work environment.
- Coordinate and execute activities such as account paperwork fulfillment, account representative changes, and various project support
- Fulfill financial advisor requests and resolve service-related issues and inquiries
- Process tasks and resolve issues in a timely and accurate manner
- Ensure adherence to compliance operating policies and procedures including maintaining confidentially and client privacy at all times
- Maintain a focus on continuous improvement and provides feedback on system enhancements
- Master technology to ensure it is being used to its full benefit
**Qualifications** :
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. Additionally, the qualifications listed below are representative of the knowledge, skills, and/or abilities required in this position:
1. 0-2 years' experience required; 2-4 years' experience preferred
2. High School diploma required for consideration (or equivalent); Bachelors preferred
3. Proficient use of Microsoft Excel, Word, Outlook & PowerPoint required, experience with DocuSign preferred
4. Accurate typing, spelling & grammar skills. Good written and oral communication skills. Good organizational and customer service skills. General banking and operations experience is helpful
5. FINRA Licenses : Series 7, 66/63 preferred
6. Appropriate State Life & Health Insurance licenses preferred
**About Us**
First Horizon Corporation is a leading regional financial services company, dedicated to helping our clients, communities and associates unlock their full potential with capital and counsel. Headquartered in Memphis, TN, the banking subsidiary First Horizon Bank operates in 12 states across the southern U.S. The Company and its subsidiaries offer commercial, private banking, consumer, small business, wealth and trust management, retail brokerage, capital markets, fixed income, and mortgage banking services. First Horizon has been recognized as one of the nation's best employers by Fortune and Forbes magazines and a Top 10 Most Reputable U.S. Bank. More information is available at *********************
**Benefit Highlights**
- Medical with wellness incentives, dental, and vision
- HSA with company match
- Maternity and parental leave
- Tuition reimbursement
- Mentor program
- 401(k) with 6% match
- More -- FirstHorizon.com/First-Horizon-National-Corporation/Careers/Our-Benefits
**Follow Us**
Facebook
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LinkedIn
Instagram
YouTube
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws.
For further information, please review the Know Your Rights (**************************** notice from the Department of Labor.
Private Client Specialist I - Greenville, SC
Service representative job in West Palm Beach, FL
Hours: 40 Pay Details: $52,000 - $77,480 USD TD is committed to providing fair and equitable compensation opportunities to all colleagues. Growth opportunities and skill development are defining features of the colleague experience at TD. Our compensation policies and practices have been designed to allow colleagues to progress through the salary range over time as they progress in their role. The base pay actually offered may vary based upon the candidate's skills and experience, job-related knowledge, geographic location, and other specific business and organizational needs.
As a candidate, you are encouraged to ask compensation related questions and have an open dialogue with your recruiter who can provide you more specific details for this role.
Line of Business:
TD Wealth
Job Description:
The Private Client Specialist I acts as sales and relationship support for Relationship Managers and Investment Advisors who serves clients in the high-net-worth segment, supporting banking, lending, and High Net Worth Investing. The PCS I is primarily responsible for the onboarding process for clients, focusing on the timely and accurate initiation, transfers and communication about new account openings and fundings. The PCS I will be expected to participate in basic financial planning discussions and client relationship reviews. This role will support other team members (Relationship Managers, Trust Advisors, or Investment Advisors) and provide consistent and accurate administrative, analytical, and service support.
Depth and Scope:
* Demonstrates a commitment to being customer-centric by ensuring a legendary service is provided during every customer interaction to maximize retention and growth
* Under supervision, demonstrates competence executing tasks on required platforms (Private Banking, Investments and Trusts)
* Handles complex financial transactions where products and services are highly competitive
* Is competent using financial planning software
* May act as a subject matter expert to Sales Support team
* Coordinates with relationship mangers to ensure that all new clients receive the complete onboarding experience. This includes a thorough client discovery, an introduction to the IA and TA as per client need, and the completion of all requisite client profiling documents
* Assists in deepening wallet share by anticipating client needs and suggesting the most appropriate banking, lending and/or investment solutions; maximizes profitability, while ensuring the client receives an exceptional client experience
* Leverages and coordinates specialists (Taxes, Trust and Estate) to provide interdisciplinary expertise for our most complex clients
* May act as primary contact for client relationships with regards to portfolio information and basic financial planning
* May resolve more difficult Client issues, problems, and requests
* Identifies opportunities within the portfolio to seek ways to Retail, Commercial and other Wealth Partners
* Executes in a manner that is compliant with regulations, policies, and procedures
* Adheres to all federal, state, SRO regulations and Firm policies related to all business activities (e.g., OCC, SEC, FINRA etc.); ensures all Continuing Education requirements are attained
* Responsible for understanding and adhering to TD Wealth FCRM/ATF Policies and Procedures
* Responsible for implementing TD's Customer Identification Program (CIP) by collecting and verifying required customer identification information and performing other Customer Due Diligence and Enhanced Due Diligence Requirements as outlined in the Business Unit FCRM procedures
* Contributes individually and as a team member, to ensure strong performance, collaboration and enthusiasm that sets TD Wealth apart from our competitors
* Represents TD Wealth to the public in a professional manner
* Is involved in your community and supports TDBG charity and community initiatives
* Ensures service to external clients and/or internal clients reflects TDBG standards and guiding principles
* Through proactive communication (verbal/written), supports the assigned team members in meeting service commitments to clients
* Provides consistent and accurate administrative support to assigned team members including filing, report generation, presentation material, written proposals, and spreadsheet reporting
* Efficiently manages and promptly responds to all incoming inquiries/requests for information independently/or direct to appropriate person or area
* Completes all applicable specialized training
* Performs necessary duties to assist assigned team members with all aspects of account administration, retention, specialized services, and other responsibilities in accordance with wealth management area of specialization
* Maintains various databases and computer systems by entering transactional and other data, updating information as necessary and ensuring data accuracy; creates reports summarizing information, as required
* Guides and directs others as necessary; acts as a specialist resource to support all wealth management areas
* Keeps others on the team informed about status of account administration, retention, and projects
* Completes assigned administrative/Client service tasks within policy and operating procedures
* Identifies and recommends technological/process improvements which may improve overall productivity and Client satisfaction
Education and Experience:
* Bachelor degree preferred
* Internal candidates: 3+ years of experience working with TD's client platforms required
* Series 7, 63/65 or 66 registrations required. Candidates may be considered should they have at least one of the required registrations. If hired, candidate will need to acquire all licensing within a defined period outlined at the time of hire
* Knowledge of investments, banking and credit products preferred
* A self-starter, ability to work with minimal supervision
* Ability to excel at administration and be exceptionally well organized
* Demonstrates considerable initiative in providing a high level of organization
* Experience in professional services and with working with affluent clients is required. Knowledge of MS Word, Excel, PowerPoint and working with Contact Management databases is essential
* Possess a reasonable knowledge of investments, and can generate reports pertinent to the management of client investment portfolios; however, prefers to focus on administration in a support role
* Demonstrates ability to manage multiple responsibilities and timelines
* Proven track record of delivering results and executing with excellence
* Excellent written and verbal communication skills
* Criminal and financial background investigation is required pursuant to FINRA Rule 3010(e) and successor regulations
Who We Are:
TD is one of the world's leading global financial institutions and is the fifth largest bank in North America by branches/stores. Every day, we deliver legendary customer experiences to over 27 million households and businesses in Canada, the United States and around the world. More than 95,000 TD colleagues bring their skills, talent, and creativity to the Bank, those we serve, and the economies we support. We are guided by our vision to Be the Better Bank and our purpose to enrich the lives of our customers, communities and colleagues.
TD is deeply committed to being a leader in customer experience, that is why we believe that all colleagues, no matter where they work, are customer facing. As we build our business and deliver on our strategy, we are innovating to enhance the customer experience and build capabilities to shape the future of banking. Whether you've got years of banking experience or are just starting your career in financial services, we can help you realize your potential. Through regular leadership and development conversations to mentorship and training programs, we're here to support you towards your goals. As an organization, we keep growing - and so will you.
Our Total Rewards Package
Our Total Rewards package reflects the investments we make in our colleagues to help them and their families achieve their financial, physical and mental well-being goals. Total Rewards at TD includes base salary and variable compensation/incentive awards (e.g., eligibility for cash and/or equity incentive awards, generally through participation in an incentive plan) and several other key plans such as health and well-being benefits, savings and retirement programs, paid time off (including Vacation PTO, Flex PTO, and Holiday PTO), banking benefits and discounts, career development, and reward and recognition. Learn more
Additional Information:
We're delighted that you're considering building a career with TD. Through regular development conversations, training programs, and a competitive benefits plan, we're committed to providing the support our colleagues need to thrive both at work and at home.
Colleague Development
If you're interested in a specific career path or are looking to build certain skills, we want to help you succeed. You'll have regular career, development, and performance conversations with your manager, as well as access to an online learning platform and a variety of mentoring programs to help you unlock future opportunities. Whether you have a passion for helping customers and want to expand your experience, or you want to coach and inspire your colleagues, there are many different career paths within our organization at TD - and we're committed to helping you identify opportunities that support your goals.
Training & Onboarding
We will provide training and onboarding sessions to ensure that you've got everything you need to succeed in your new role.
Interview Process
We'll reach out to candidates of interest to schedule an interview. We do our best to communicate outcomes to all applicants by email or phone call.
Accommodation
TD Bank 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, age, disability, status as a protected veteran or any other characteristic protected under applicable federal, state, or local law.
If you are an applicant with a disability and need accommodations to complete the application process, please email TD Bank US Workplace Accommodations Program at ***************. Include your full name, best way to reach you and the accommodation needed to assist you with the applicant process.
Auto-Apply