Service representative jobs in Miami Beach, FL - 1,938 jobs

About Us : Volante Technologies is the leading global provider of low-code cloud Payments as a Service solution for financial businesses. We are disruptors and innovators and we are growing fast. For the last three years, we have been the #1 seller of wholesale payment systems worldwide. At Volante, we are all about revolutionizing the world of Payments. Role Overview We are looking for an seasoned Customer Success expert to manage our most critical Enterprise clients in the US and LATAM regions. In this role, you will partner with the Head of Account Management to execute our regional engagement strategy. You are the primary face of the company for your portfolio, working to keep customers happy (Retention) and identifying new problems we can solve for them (Expansion). While this role is strategic, it requires significant mobility, you will be expected to travel frequently to drive business reviews and workshops. What You Bring 10+ years in Customer Success, Account Management, or Consulting for Enterprise B2B software. Business-level fluency in Spanish is required. You must be able to present to Executives and conduct business meetings in Spanish. You understand how to identify a sales opportunity. Familiarity with frameworks like MEDDIC is a strong plus. Willingness to travel frequently (approx. 25-40%) for client meetings across the Americas. Professionals based in the South Florida area (Miami/Fort Lauderdale/West Palm Beach) preferred. (Qualified candidates in other locations willing to travel will be considered). Your Objectives (Shared OKRs)- You will share the following Key Results with the Head of Account Management. We win as a team, and your execution is critical to hitting these regional targets: Maximize Client Value Strategic Reviews: Drive the execution of our Americas Team Target of 105 Formal Client Reviews (SBRs) annually. You will own a significant volume of these engagements, requiring frequent onsite presence. Success Planning: Implement "Joint Success Plans" (JSPs) for top accounts in the region. Risk Management: Ensure all "Red/Yellow" accounts have a defined "Get-to-Green" plan with clear deliverables. Maximize Client Opportunity Pipeline Generation: Contribute to the Americas Team Target in new Expansion/Upsell pipeline. (Note: You source and qualify the lead; Sales closes it. You retain attribution credit). Net Revenue Retention: Drive regional performance to achieve 115%+ NRR. Roadmap Alignment: Facilitate roadmap and discovery workshops for Top 15 accounts. What You'll Do Strategic Account Management: Manage a portfolio of high-value Enterprise clients. You are their main point of contact and their internal advocate. High-Touch Engagement (Travel): This role requires a willingness to travel within the US and LATAM to meet stakeholders face-to-face. You will be the primary driver of onsite Strategic Business Reviews. Opportunity Identification: Proactively look for opportunities to expand our footprint within your accounts to help us hit our shared pipeline goals. When you find an opportunity, you will qualify it (confirm budget and need) and introduce the Sales team. Bilingual Communication: Navigate complex business discussions with stakeholders in Latin America, understanding both the language and the business culture. Equal Opportunity Statement At Volante Technologies, we believe diversity drives innovation and inclusion fuels success. We are committed to creating a performance driven workplace where everyone feels valued, respected, and empowered to bring their authentic self to work. We welcome candidates from all backgrounds and ensure equitable opportunities for growth. All qualified applicants will receive consideration without regard to race, color, religion, age, gender, national origin, disability, sexual orientation, veteran status, or any other factor protected by law. Together as ONE TEAM, we celebrate differences and foster collaboration, creativity, and belonging.

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.

Required Skills & Experience 2+ years of work experience in Customer Support or Customer Service role Strong Microsoft Office / Excel - VlookUps and Pivot Tables Ability to work in a fast-paced environment managing multiple priorities Strong verbal and written communication Nice to Have Skills & Experience Experience with Systems Applications and Processing (SAP)/ERP system Aerospace industry experience Data analytics experience Job Description Our Aerospace client is looking for Customer Supports Specialists to join their team. This role involves analyzing supplier and customer data related to the ordering and delivery of spare parts, provisioning products, and associated services. Responsibilities include processing returned materials, responding to customer inquiries regarding spare parts requirements, and resolving delivery issues. This positions also entails creating and tracking performance metrics, cultivating strong customer relationships, and developing a deep understanding of the customer's culture and business strategies. This position is offering $21.91/hour.

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.

Starting hiring pay at: 15 As an important part of our team, Customer Service Associates 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 Service Associates 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 service associate, 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 Service Associate 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 Service Associate: 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

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.

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

Pride Health is hiring a ENTRY Phlebotomist I/CSR to support our client's medical facility in the Plantation FL 33322 location. This is a 4-month assignment with the possibility of a contract-to-hire opportunity, and it's a great way to start working with a top-tier healthcare organization! Job Title: ENTRY Phlebotomist I/CSR Location: Plantation FL 33322 Duration: 4 Months+ Pay rate: $17.75 per hour Schedule: eastern- 6:00am- 3:00pm and every Saturday 6:30am-11:00am. *The salary is determined by an individual's level of experience, as well as any relevant licenses and certifications they may hold. #### **About the Role** We're seeking a **Patient Services Representative I (PSR I)** to join our healthcare team. This entry-level position is ideal for someone who is passionate about providing excellent patient care and eager to grow into a career in **phlebotomy**. As the first point of contact for patients, you'll play a vital role in creating a welcoming, professional, and compassionate environment. You'll assist patients during check-in, answer questions, maintain the integrity of the waiting area, and support phlebotomy staff as needed. Over time, you'll be trained in phlebotomy to expand your skills and advance your career in healthcare. --- #### **Key Responsibilities** * Greet and assist patients upon arrival, ensuring a friendly and supportive experience. * Manage patient check-ins via kiosk or tablet, addressing any concerns with care and accuracy. * Maintain a clean, organized, and professional front desk and lobby area. * Learn and develop phlebotomy skills to assist with specimen collection when needed. * Once trained, perform specimen collection and processing following established procedures. * Ensure accuracy and confidentiality in all patient interactions and documentation. * Support daily operations, adhering to schedules, safety protocols, and quality standards. * Represent the organization positively to patients, colleagues, and the public. --- #### **Qualifications** **Education:** * High school diploma or equivalent **(required)** **Experience:** * 1-2 years of **client-facing customer service experience** (e.g., retail, hospitality, healthcare, etc.) **required** * **No prior phlebotomy experience necessary** - training provided * Basic keyboarding/data entry skills required --- #### **Ideal Candidate** * Has a strong passion for helping others and delivering excellent service * Is dependable, punctual, and maintains a professional demeanor * Eager to learn new skills, especially phlebotomy * Can multitask and stay calm under pressure * Has reliable transportation and lives within a **20-25 minute commute** of the worksite --- #### **Additional Details** * Reliable transportation is required (public transit or rideshare is not considered reliable). * Must be punctual and available for scheduled shifts. Excessive absenteeism or tardiness may result in termination. * This is a **“Front of House”** position with growth opportunities in **phlebotomy**. * Candidates not interested in learning phlebotomy should not apply. --- **If you're looking for a meaningful entry point into the healthcare field with training and growth opportunities, we encourage you to apply!** --- Pride Global offers eligible employees comprehensive healthcare coverage (medical, dental, and vision plans), supplemental coverage (accident insurance, critical illness insurance, and hospital indemnity), 401(k)-retirement savings, life & disability insurance, an employee assistance program, legal support, auto, home insurance, pet insurance, and employee discounts with preferred vendors. About Pride Health Pride Health is Pride Global's healthcare staffing branch, providing recruitment solutions for healthcare professionals and the industry at large since 2010. As a minority-owned business that delivers exceptional service to its clients and candidates by capitalizing on diverse recruiting, account management, and staffing backgrounds, Pride Health's expert team provides tailored and swift sourcing solutions to help connect healthcare talent with their dream jobs. Our personalized approach within the industry shines through as we continue cultivating honest and open relationships with our network of healthcare professionals, creating an unparalleled environment of trust and loyalty. Equal Employment Opportunity Statement As a certified minority-owned business, Pride Global and its affiliates - including Russell Tobin, Pride Health, and Pride Now - are committed to creating a diverse environment and are proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, pregnancy, disability, age, veteran status, or other characteristics. Interested? Apply today! #INDPHCAlliedHV

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 Service Representative Employment Type: Full-time , $17/hr Supporting: Sales About Us We're the largest minority-owned CX provider, delivering digital-first, people-centered experiences for some of the world's most respected brands. For over 25 years, we've been helping businesses solve their toughest customer experience challenges-and we do it better than anyone else. As a Top Place to Work, we're serious about creating an environment where people show up as their genuine selves. Which means when you succeed, we all do. Here's What the Job Really Looks Like You're a natural problem-solver who's good with people. You know how to listen to what someone's really asking for (not just what they're saying), and you can explain solutions in a way that makes sense. You stay calm under pressure, you're detail-oriented enough to keep information accurate, and you genuinely care about leaving customers better off than when they reached out. If that sounds like you, this role is a great fit. How You'll Make an Impact Guide customers through questions, concerns, or challenges they encounter while using the product or service Listen actively to understand the root of the issue and provide clear, effective solutions Record detailed call information for auditing, reporting, and follow-up purposes Maintain and update customer records to ensure accurate and current information Identify opportunities to introduce customers to new or enhanced services that meet their needs Provide recommendations and guidance in a way that adds value and enhances the overall customer experience What'll Set You Up for Success Required: High school diploma or GED 6+ months of customer service or sales experience preferred For Internal Candidates: Must not be on any corrective action or performance plans Must have held your current position for 6+ months Must have relevant industry/program experience Location Note: We're currently hiring for this position in Cutler Bay, Florida. Why Alorica? Our culture shows up in how we work together, support each other, and show up for our clients. We're bold enough to challenge how things have always been done, committed to delivering results that matter, and passionate about making customer experiences that actually work. TIDE is our connection group built around real conversations, shared experiences, and genuine belonging. MLBA (Making Lives Better at Alorica) is our employee-led nonprofit where local teams raise funds and support colleagues and communities when it matters most. We don't just talk about culture-we build it, live it, and keep making lives better every day. What We Offer: Health, dental, and vision coverage with HSA options Paid time off Flexible pay options: daily or weekly pay 401(k) retirement plan Leadership development programs that really grow your career Open access courses through Alorica Academy Paid training and tuition reimbursement Employee discounts on groceries, travel, insurance, phone plans, health & wellness, pet supplies, and more Employee assistance program for personal and professional support Additional voluntary benefits to meet your individual needs Our Values Bold - We challenge conventions and take smart risks Relentless - We deliver results, no matter what it takes Connected - We work as One Alorica because we're stronger together True - We show up as our authentic selves, every single day Ready to Join Us? If you're looking for a place where your work matters, your voice is heard, and you can build a real career, let's talk. Apply Today! Equal Opportunity Employer - Veterans/Disabled DISCLAIMER: The above information has been designed to indicate the general nature and level of work performed by employees in this classification. #AloricaJobs #CallCenter #CustomerServiceJobs

Meet Guerra Wealth Advisors At Guerra Wealth Advisors, we're on a mission to redefine retirement planning and elevate how families experience holistic wealth management. With over three decades of excellence serving clients in South Florida and nationwide, we've built a boutique firm that combines world-class financial expertise with a deeply personal touch. We don't just advise - we educate, empower, and guide families toward financial confidence. Every conversation, every meeting, and every event reflects our core values of trust, integrity, and impact. If you're seeking a role where you can truly impact people's lives, Guerra Wealth Advisors is where you need to be. Role: The Client Success Specialist at Guerra Wealth Advisors plays a vital role in strengthening relationships with our clients and prospects. This isn't a call center role - it's a relationship-driven position focused on building trust, gathering meaningful feedback, and generating referrals that help more families secure their financial future. You'll serve as a friendly, professional connection point between our clients and our advisory team - collecting testimonials, reviews, and referrals while ensuring each client interaction reflects the Guerra standard of excellence. Through in-person meetings, phone conversations, and event engagement, you'll help our firm continue to grow through the power of authentic relationships. If you have experience in the financial industry, particularly in retirement planning or investments, and you're looking for a unique opportunity to combine your client service skills with meaningful impact, this may be the perfect fit for you. Responsibilities: Build relationships with prospects and clients through professional, genuine communication. Conduct client experience surveys and quality assurance follow-ups. Collect testimonials, feedback, and reviews that showcase the Guerra client experience. Handle incoming client service calls with warmth, empathy, and efficiency. Proactively identify and pursue referral opportunities from satisfied clients. Coordinate and follow up on each referral to ensure timely outreach and engagement. Support marketing and educational events through pre-qualification calls and attendance. Represent Guerra Wealth Advisors at client events with professionalism and enthusiasm. Maintain accurate and detailed notes in the CRM system. Update client and prospect records, run reports, and support data tracking initiatives. Assist with marketing event preparation and prospect communication via phone, text, and email. Participate in ongoing education and industry training to enhance your knowledge and contribution. Perform other duties as needed to support the firm's client engagement strategy. Requirements: 1+ years of experience in a client-facing role. Experience in lead generation or referral-based roles (preferred). Financial industry or retirement investment experience (preferred). Excellent interpersonal skills with a natural ability to establish rapport and trust. Strong phone presence and confident communication style. Bilingual in English and Spanish (verbal and written) strongly preferred. Tech-savvy with the ability to quickly learn new systems and software. Positive attitude, team-player mindset, and a passion for personal growth. Self-motivated, organized, and driven to exceed expectations. What We Are Expecting: Authentic, lasting relationships that strengthen client trust and satisfaction. A consistent flow of client testimonials, reviews, and referrals. Organized CRM documentation and data accuracy. Visible contribution to firm growth through enhanced client engagement and referral activity. Strong collaboration with advisory, marketing, and leadership teams. Schedule: Full-time, Hybrid role based in Miami, FL (combination of remote and in-office work). Standard weekday schedule, with occasional evening events as assigned. Compensation: $45,000-$65,000 Annually (Base Salary + Commissions + Performance Bonuses) Includes uncapped commission and incentive opportunities based on engagement and referral success. Benefits: Base salary plus uncapped commission and performance bonuses Referral and business development bonuses 401(k) with company match Health/Dental/Vision Plans offered 20+ combined PTO days (vacation, sick, floating holidays, birthday PTO) Sponsored industry training and conference attendance Access to personal financial planning services Bonus compensation for certifications and licenses (Guerra Growth Lab) Career advancement within a growing, established firm Culture of continuous learning and professional growth Guerra Core Values These are the heart and soul of Guerra Wealth Advisors. The right person for this role will not just understand these values - they'll live them daily. Always Be Learning: Growth is constant. We stay curious, improve relentlessly, and never stop getting better at our craft. Your Words Matter: Speak with clarity and intent. Every word builds trust - or breaks it. All for One, One for All: We win together. No egos, no silos - just teamwork and shared accountability. Take Ownership and Accountability: Own the outcome. No excuses. Follow through and get it done. Do the Right Thing: Integrity first, always. Choose what's right over what's easy - even when no one's watching. If you're ready to bring your financial expertise and relationship skills to a firm where experience truly matters, this is your opportunity to make a meaningful impact - for your clients, your career, and your future. Apply today and help us continue redefining client success at Guerra Wealth Advisors.

JobID: 210693182 JobSchedule: Full time JobShift: : Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. Job Responsibilities * Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. * Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. * Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. * Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. * Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. * Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager Required Qualifications, Capabilities, and Skills * A minimum of two years of financial services experience. * Demonstrated experience delivering exceptional client service to an affluent client base. Preferred Qualifications, Capabilities, and Skills * A bachelor's degree * Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process. Dodd Frank/Truth in Lending Act This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: *********************************************************************

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.

Job Title Customer Retention Specialist - ACA Health Insurance (Licensed) We are seeking a motivated, licensed Customer Retention Specialist to support and retain our Affordable Care Act (ACA) health insurance book of business. This role focuses on building strong relationships with existing policyholders, proactively addressing their needs, and ensuring they maintain the right coverage year after year. Join a fun, high-energy working environment! You must hold an active Health Insurance License to be considered for this position. Key Responsibilities Policyholder Retention & Support Make outbound and receive inbound calls to existing ACA members to review their coverage and encourage policy retention. Conduct annual and periodic coverage reviews with customers to ensure plans still meet their needs and budget. Proactively identify customers at risk of cancelling or lapsing and provide solutions to retain their business. Educate members on plan benefits, networks, and basic ACA concepts (premium tax credits, cost-sharing reductions, etc.) without providing tax or legal advice. Enrollment & Renewal Assistance Assist customers with ACA renewals, plan changes, and updates during Open Enrollment and Special Enrollment Periods. Verify and update customer information to maintain accurate records (income, household size, contact details, etc.). Help members understand important deadlines and the impact of changes on their coverage and subsidies. Compliance & Documentation Follow all CMS, marketplace, and state regulatory guidelines for ACA enrollments and member communications. Accurately document all customer interactions, retention efforts, and outcomes in the CRM and/or agency management system. Protect customer privacy and handle all PHI and PII in compliance with HIPAA and company policies. Collaboration & Performance Work closely with sales, service, and operations teams to ensure a smooth customer experience. Meet or exceed retention, call quality, and productivity targets. Provide feedback and insights on customer trends, common issues, and opportunities for process improvement. Qualifications Required Active Health Insurance Producer License in [State] (or ability to obtain prior to start date). 1-2+ years of experience in customer service, account management, or retention, preferably in health insurance or financial services. Working knowledge of ACA individual and family plans (on- and off-exchange), or strong willingness to learn quickly. Strong verbal and written communication skills, with a professional and empathetic phone presence. Ability to explain complex information in simple, clear language. Comfortable working with call metrics, KPIs, and performance goals. Proficiency with basic computer applications and CRM or agency management systems. Preferred Prior experience working with ACA enrollments on Healthcare.gov or a state-based marketplace. Experience in a call center or high-volume customer contact environment. Bilingual (e.g., English/Spanish) a strong plus. Core Competencies Customer Focus: Genuinely cares about helping people maintain appropriate coverage. Persuasion & Retention Skills: Able to address concerns, handle objections, and present alternatives that keep customers insured. Detail-Oriented: Accurate with data entry, documentation, and compliance steps. Problem-Solving: Quickly identifies issues and offers practical solutions. Resilience: Stays positive and professional when dealing with upset or anxious customers. Team Player: Collaborates well with colleagues and supports team goals. Work Environment & Schedule Monday - Friday 9am - 6pm Full-time position; extended hours and overtime may be required during peak periods such as Open Enrollment. Pay Base of $700 week + commission. $1000+ per week.

Location: On site at location listed in job posting. Summary Provide assistance to the Private Banking Relationship Managers. Responsibilities: * Review and Fund Loans * Assist with maintaining Relationship Managers portfolios - clear loan, collateral and deposit exceptions, credit exceptions, assist with past dues * Be able to identify clients' operational needs and bank products/services to meet these needs and establish proficiency. * Provide assistance to the bank's clients in all areas of the clients' relationship with the bank, including loans, deposits, and other bank services * Authorize payment and fees of private wealth client overdrafts * Approve and process private wealth clients' withdrawals on lines of credit * Assist in ordering appraisals, flood determinations, UCC's and familiar with OFAC * Work closely with Bankers, Underwriters, Loan Closers, Loan processing and legal documentation areas to ensure satisfactory closing of loans to clients with supervision * Train on loan documentation/funding, LaserPro, and basic understanding of attorney prepared documents * Work closely with Bankers, Underwriters, and loan operations to ensure satisfactory on-going monitoring of loans to clients with supervision * Work closely with Bankers, Treasury Management, and deposit operations to ensure satisfactory on-going monitoring of depository/Treasury Management accounts/services to clients * Open new accounts and ensure all required documentation is obtained from the client * Process wire requests for clients. * Assist other AAs and other departments with administrative support when needed * Performs all other duties as assigned Requirements: * High school diploma or GED and 5-7 years of experience or equivalent combination of education and experience * Working knowledge of MS Office Suite 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 X formerly Twitter LinkedIn Instagram YouTube

Bilingual Customer Service Representative $19-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Must Haves: 2+ Years of Customer Service Experience preferrable within a call center, front desk environment taking high volume of calls Bilingual in English and Spanish Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The Bilingual customer service representative will take anywhere from 50-100 calls per day for dealership and warranty calls. Reviewing warranty and insurance plans, etc.

Are you ready to join a team that is redefining client experience excellence? Join JPMorgan Private Client as a Client Experience Specialist to support a team that is dedicated to delivering unparalleled service. As a Client Experience Specialist in the Firm's Consumer and Community Banking's division, you will be instrumental in delivering a high-touch client experience. In this role, you'll partner with our Relationship Managers to deliver on the JPMorgan Private Client value proposition by assisting clients with their banking needs, identifying opportunities to deepen client relationships, and supporting clients while obtaining loans. If you're passionate about delivering exceptional service while building relationships, come join our team. **Job Responsibilities** + Provide clients with white glove service by delivering a seamless client onboarding experience, owning inquiries from start to finish and completing servicing requests as needed. + Support Relationship Managers in deepening client relationships by taking client inquiry calls, assisting with analyzing client's banking relationship and conducting business calls with Relationship Managers. + Develop expertise in deposit products to assist clients with day-to-day banking needs including identifying banking solutions for clients, preparing deposit sales presentations and knowing and verifying the identity of clients. + Manage the lending process by completing with loan application with clients, quoting rates, or sending pre-approval letters. + Assist Relationship Managers with marketing activities such as sending JPMorgan approved client gifts, coordinating open houses or inviting clients to events. + Leverage product knowledge and utilize every interaction to uncovering opportunities for deepening client wallet share and raising to the aligned Relationship Manager **Required Qualifications, Capabilities, and Skills** + A minimum of two years of financial services experience. + Demonstrated experience delivering exceptional client service to an affluent client base. **Preferred Qualifications, Capabilities, and Skills** + A bachelor's degree + Experience cultivating relationships through delivering Deposit Banking, Home or Business lending needs. FEDERAL DEPOSIT INSURANCE ACT: This position is subject to Section 19 of the Federal Deposit Insurance Act. As such, an employment offer for this position is contingent on JPMorganChase's review of criminal conviction history, including pretrial diversions or program entries. **This role is eligible to participate in an incentive compensation plan that is paid on an annual basis. More details about total compensation and benefits will be provided during the hiring process** . **Dodd Frank/Truth in Lending Act** This position is subject to the Dodd Frank/Truth in Lending Act qualification requirements for Loan Originators. As such, an employment offer for this position is contingent on JPMC's review of your criminal conviction history, credit report, information available through NMLS, and any other information relevant to a determination by JPMC that you demonstrate financial responsibility, good character, and general fitness for the position. Note that any felony conviction within the last seven years will disqualify you from consideration for this position. Your continued employment in this position would be contingent upon compliance with Truth in Lending Act/Dodd Frank Loan Originator requirements. In addition, this position requires National Mortgage Licensing System and Registry (NMLS) registration under the SAFE Act of 2008. As such, upon active employment with JPMorgan Chase, you will be required to either register on NMLS, or to update your existing registration as necessary to grant access to and reflect your employment with JPMorgan Chase. Your continued employment in this position with JPMorgan Chase is contingent upon compliance with the SAFE Act, including successful registration immediately after your start date, and timely completion of annual renewal and required updates thereafter. Any information obtained during the registration, update, and renewal processes or through NMLS notifications may impact your employment with the firm. Any of the completed information you provide during the Chase on-line application process may be transferred, on your behalf, to NMLS by JPMorgan Chase. Please carefully review the information you provide to Chase for accuracy and consistency and with any current NMLS record, if applicable, before submitting. Further information about NMLS and registration requirements of registration can be found at: ********************************************************************* Chase is a leading financial services firm, helping nearly half of America's households and small businesses achieve their financial goals through a broad range of financial products. Our mission is to create engaged, lifelong relationships and put our customers at the heart of everything we do. We also help small businesses, nonprofits and cities grow, delivering solutions to solve all their financial needs. We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process. We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants' and employees' religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation. Equal Opportunity Employer/Disability/Veterans

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. Essential Duties and Responsibilities * Open new accounts and ensure complete, accurate documentation is obtained from clients * Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements * Image and index all deposit and client documentation to ensure proper recordkeeping * Perform account maintenance, including adding/removing signers and updating client records * Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims * Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs * Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients * Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues * Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit * Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation * Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients * Perform other duties and responsibilities as assigned Supervisory Responsibilities No supervisory responsibilities 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: * High school diploma or GED and 5+ years of experience or equivalent combination of education and experience * Microsoft Office suite 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 X formerly Twitter LinkedIn Instagram YouTube

The Client Specialist role supports the line of business by providing exceptional service and operational support to associates and clients. This role is responsible for managing client requests, facilitating account operations, and ensuring the accuracy and completion of documentation and transactions. The Client Specialist acts as a liaison between clients, associates, and internal partners to deliver a seamless client experience and support growth initiatives. This role places emphasis on relationship management and serving needs for teams and their portfolio of clients. **Essential Duties and Responsibilities** + Open new accounts and ensure complete, accurate documentation is obtained from clients + Collect and review entity due diligence, Know Your Customer (KYC), and beneficial ownership information to satisfy compliance requirements + Image and index all deposit and client documentation to ensure proper recordkeeping + Perform account maintenance, including adding/removing signers and updating client records + Respond to client inquiries regarding bank products, services, account details, and policies, conduct account research, file and process fraud claims + Proactively identify cross-selling opportunities, recommending additional bank products and services that align with clients' operational needs + Demonstrate comprehensive knowledge of banking systems, internal processes, tools and resources available to associates, and controls designed to protect the bank and our clients + Research and resolve exceptions in required documentation; loan, collateral and deposit exceptions, assist with past dues + Provide loan support to relationship teams, collection of payments and fees, processing advances on lines of credit + Demonstrate knowledge of the loan documentation process, including the ability to identify and differentiate internal loan documents, as well as an understanding of attorney-prepared documentation + Collaborate with Loan Operations, Treasury Management and Deposit Operations to ensure ongoing, satisfactory monitoring of lending, depository and Treasury Management services for clients + Perform other duties and responsibilities as assigned **Su** **pervisory Responsibilities** No supervisory responsibilities **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: + High school diploma or GED and 5+ years of experience or equivalent combination of education and experience + Microsoft Office suite **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 ******************** (https://urldefense.com/v3/\_\_https:/********************/\_\_;!!Cz2fjcuE!hpq9hPnrucZCPIAVPojVESItIq-FPzhurNdCrQ3JE8Rkx3gMd70nIk6\_kmPxl66\_oJCEsXs0gNunPowMAMHCmBYPOtUxUGI$) . **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 (****************************************** X formerly Twitter 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.