Service specialist jobs in Miami Beach, FL - 1,790 jobs

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

The Client Specialist III position is responsible for assisting Relationship Managers, Portfolio Officers, and Managers with the overall administrative functions and responsibilities of developing and maintaining a portfolio of commercial loans and accounts, while enhancing the customer experience with servicing their needs within that portfolio (services, deposits, loans, etc.). Duties and responsibilities include: Work closely with Relationship Managers and Portfolio Officers and facilitate loan processing and other general service requests: a) Resolve customer inquiries and service requests with accounts and loans; b) prepares account maintenance forms; c) process loan payments/debit instructions; d) receives and forwards loan documents to support areas for processing pay-off, estoppel requests and satisfaction of mortgages; e) Collects fees for 3rd party services; f) Notifies customer of renewal status due and provides list of required financial information; and g) prepare reports and monitor overdrafts; Assist Relationship Managers and Portfolio Officers in conducting the customer "onboarding" efforts, including any ongoing servicing items, such as: a) Ensure auto debit is set up; b) Ensure real estate tax and insurance escrow (if applicable) is properly set up; c) Engage Treasury Management Department to set up bank's treasury products (Online Banking, Remote Deposit Capture, etc.) for the customer. This includes general overall support when necessary with loan closings and interaction with the customer, if/when necessary; Gather/review corresponding loan/credit documentation pre and post closing and to prepare all required forms, legal searches conducted via Internet access, update credit files and prepare all corresponding checklists, etc.; Responsible for opening depository accounts and maintenance, which includes proper processing and collection of related forms and documents; Perform common administrative tasks and handle both internal and external correspondences such as answering phone calls and emails within a timely manner. This includes preparing FedEx mailings, obtaining stamps or signature, tickets, and internal transfer requests. This may include scheduling and coordination of Relationship Manager, Portfolio Officers, and/or other Manager functions and tasks to assure smooth operational flow; Upload and clear tracking exceptions such as site visit reports, annual reviews, financial reports, etc. to maintain asset quality; Monitor and manage overdrafts and past-due reports, which may include calling the customers; Confirm wire(s) with customers, pursuant to fraud alert notifications, where applicable; Prepare minimum balance covenant certificates; Prepare the BSA/compliance package for internal review. This includes organizing, collection, and review of all formation documents, including but not limited to operating agreements, partnership agreements, good standings, articles of incorporation/organization, certificate of formation, copies of trusts, pertaining to each and all entities included in the organization chart of the customer. This involves assisting Relationship Managers and Portfolio Officers with the investigation of BSA issues; Organize detailed Organization Chart either provided or prepared along with preparing Adverse Media and Lexis Nexis; Review post-closing loan documentation collection and verification to maintain adequate quality controls; Process invoices from vendors and retrieve proper approvals to submit to accounts payable. Follow up with accounts payable to ensure that payment to vendors have been issued. Minimum Education and/or Certifications Requirements: Bachelor's Degree required or pursuing a Bachelor's degree Formal credit training is a plus Minimum Work Experience Requirements: 3+ years of experience as a Lending Administrative Assistant Technical and/or Other Essential Knowledge: Banking regulations, loan documentation including mortgages. Basic analyzing Financial Statement knowledge Proficiency using Microsoft Office 365 products including MS Word, MS Visio, MS Excel, MS Teams, and MS PowerPoint

Aston Carter is hiring Client Coordinators to start ASAP! Miami & Broward locations | Onsite | $18/hr | Contract-to-Hire Are you passionate about helping people plan unforgettable vacations? Do you love creating smooth, positive customer experiences? Join our team as a Client Coordinator where you'll be the friendly, trusted guide for guests and travel partners looking to book their next great vacation. If you enjoy a fast-paced environment, are detail‐oriented, and are excited to grow your career in travel or customer service - this is a fantastic opportunity to get started. What You'll Do As a Client Coordinator, you'll be the heart of our guest experience. Your day will include: + Assisting customers with planning and booking their dream vacations + Serving as the main point of contact for guests and travel partners via phone and email + Recommending upgrades, add-ons, and personalized options to enhance each trip + Accurately entering reservation and customer information into our systems + Providing professional, friendly, solution-focused customer support + Maintaining consistent attendance and following schedule expectations Top Skills We're Looking For + Customer service + Data entry & accuracy + Client services / relationship support + Call center or high-volume phone support (required) Qualifications + High school diploma or equivalent required + 6 months-2 years of experience in customer service, hospitality, sales, or travel preferred + Strong attention to detail and ability to stay calm and focused + Self‐motivated with a passion for helping others + Comfortable working in a structured, schedule-driven environment This role is perfect for those starting their career in customer service or the travel industry. Pay & Benefits + $18.00/hr + Contract-to-Hire opportunity Workplace Type 100% on-site - located in Broward or Dade county Job Type & Location This is a Contract to Hire position based out of Miami, FL. Pay and Benefits The pay range for this position is $18.00 - $18.00/hr. Eligibility requirements apply to some benefits and may depend on your job classification and length of employment. Benefits are subject to change and may be subject to specific elections, plan, or program terms. If eligible, the benefits available for this temporary role may include the following: - Medical, dental & vision - Critical Illness, Accident, and Hospital - 401(k) Retirement Plan - Pre-tax and Roth post-tax contributions available - Life Insurance (Voluntary Life & AD&D for the employee and dependents) - Short and long-term disability - Health Spending Account (HSA) - Transportation benefits - Employee Assistance Program - Time Off/Leave (PTO, Vacation or Sick Leave) Workplace Type This is a fully onsite position in Miami,FL. Application Deadline This position is anticipated to close on Jan 31, 2026. About Aston Carter: Aston Carter provides world-class corporate talent solutions to thousands of clients across the globe. Specialized in accounting, finance, human resources, talent acquisition, procurement, supply chain and select administrative professions, we extend the capabilities of industry-leading companies. We draw on our deep recruiting expertise and expansive network to meet the evolving needs of our clients and talent community with agility and excellence. With offices across the U.S., Canada, Asia Pacific and Europe, Aston Carter serves many of the Fortune 500. We are proud to be a ClearlyRated Best of Staffing double diamond winner for both client and talent service. The company is an equal opportunity employer and will consider all applications without regard to race, sex, age, color, religion, national origin, veteran status, disability, sexual orientation, gender identity, genetic information or any characteristic protected by law. If you would like to request a reasonable accommodation, such as the modification or adjustment of the job application process or interviewing process due to a disability, please email astoncarteraccommodation@astoncarter.com (%20astoncarteraccommodation@astoncarter.com) for other accommodation options.

About Us At Every Word Code, we are dedicated to delivering innovative communication and technology solutions that connect people and businesses with precision and purpose. Our team thrives on creativity, collaboration, and excellence-transforming complex challenges into streamlined experiences. We believe in empowering our employees through growth, mentorship, and a culture built on integrity and success. Job Description We are seeking a Client Relationship Representative to join our Miami team. The ideal candidate will serve as the main point of contact for our clients, ensuring satisfaction, trust, and long-term collaboration. This role requires a balance of professionalism, empathy, and strategic thinking to maintain meaningful partnerships and deliver exceptional client experiences. Responsibilities Build and nurture strong relationships with new and existing clients. Act as the primary liaison between clients and internal departments. Understand client goals to provide tailored solutions and proactive support. Ensure timely follow-up on client requests and maintain accurate records. Identify opportunities to enhance service delivery and client satisfaction. Collaborate with cross-functional teams to deliver exceptional results. Qualifications Qualifications Excellent communication and interpersonal skills. Strong organizational and problem-solving abilities. Professional demeanor with a client-first mindset. Ability to manage multiple priorities and meet deadlines. Driven, reliable, and adaptable in a dynamic environment. Additional Information Benefits Competitive salary ($56,000-$59,000 annually). Growth and career advancement opportunities. Supportive and collaborative work environment. Comprehensive training and ongoing development programs. Health and wellness initiatives. Full-time position with consistent schedule and stability.

About the Organization Hello and thank you for considering a career with Bomnin Automotive! We are a family-owned and operated business that has been delivering excellence in the automotive industry since 2010. Our team is passionate about creating a diverse environment where all of our associates are supported and can build rewarding careers. At Bomnin Automotive, we take pride in offering our associates extensive benefits and a culture that is geared towards providing them with vast growth opportunities. We believe in doing what's right for our associates, which is why we offer medical benefits with employer-paid contribution, dental, gap, vision, disability, cancer insurance, life insurance, and a retirement plan 401(k) with an employer match. We also offer PTO, paid holidays, and a flexible schedule to ensure that our associates have a healthy work-life balance. In addition to our commitment to our associates, we are also passionate about giving back to our community. Our mission is not just about selling cars, but in providing hope, love, and strength to our community. Throughout the years we have supported causes in search for a cure to pediatric cancer; we have partnered with local non-profits that serve the under-privileged; and donated time and resources to schools, charitable organizations, and causes that are relevant and important to each of the community's we represent. We are proud of our team and the work that we do, and we hope that you will consider joining us in our mission to deliver excellence in the automotive industry and make a positive impact on the community. EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law. Description Job Title: Service Advisor Reports To: Service Manager/Director, Service Operations Director Job Status: Full-time, Exempt Department: Service Job Summary: The Service Advisor at Bomnin Automotive serves as a key point of contact between customers and the service department. This role plays a vital role in ensuring exceptional customer service experiences by effectively communicating vehicle service needs, providing accurate estimates, and coordinating service appointments. Key Responsibilities: Customer Interaction: Greet and assist customers and associates professionally and courteously. Gather vehicle information, service history, and customer concerns. Schedule service appointments. Keep customers informed about the status of their vehicles and any recommended services. Repair Order Generation: Generate accurate repair orders. Document vehicle information, services requested, and necessary parts. Collaborate with service technicians and the parts department to facilitate repairs and parts procurement. Maintain organized repair order records. Communication and Coordination: Communicate effectively with the service department, parts department, and other internal teams. Coordinate workflow with technicians and service advisors for efficient service delivery. Assist with vehicle check-ins and check-outs as needed. Quality Control: Perform quality checks on completed work to ensure it meets dealership standards. Verify that all work performed aligns with the repair order and customer expectations. Address any discrepancies or concerns promptly. Administrative Support: Assist in administrative tasks related to the service department, including filing, data entry, and report generation. Maintain organized records of service appointments, repair orders, and customer information. Position Requirements Requirements: High school diploma or equivalent. Previous experience in a service advisor role is preferred. Strong computer skills and proficiency in using dealership-specific software. Detail-oriented with excellent organizational skills. Effective communication skills. Ability to work in a fast-paced dealership environment. Bilingual in English and Spanish is preferred but not required. Willingness to take a Skill Evaluation Pre-Employment Assessment. Physical Demands: The Service Advisor should be capable of performing typical office tasks, including standing, walking, sitting, lifting, and carrying. They should have good vision, hearing, and communication skills and be able to move around the service department and customer areas as needed. Work Environment: The Service Advisor primarily works within the service department of Bomnin Automotive. This role involves frequent interaction with customers and various weather conditions, such as rain, heat, and cold, when interacting with customers and vehicles. Other Duties: Please note that this job description is not exhaustive, and other duties may be assigned as needed by the Service Manager/Director or Service Operations Director. At-Will Employment: Employment with Bomnin Automotive is at-will, which means either the associate or the company can terminate the employment relationship at any time, with or without cause and with or without notice. Equal Opportunity Employer: Bomnin Automotive is committed to providing equal employment opportunities to all associates and applicants without regard to race, religion, color, sex, national origin, sexual orientation, gender identity, age, status as a protected veteran, or status as a qualified individual with a disability. Full-Time/Part-Time Full-Time Location Bomnin Volvo Cars Dadeland This position is currently accepting applications.

We are seeking a dedicated and customer-focused Customer Service Representative (CSR) to join our team in Pembroke Park, FL. As a CSR, you will play a vital role in providing exceptional service to our customers while managing inquiries, resolving issues, and supporting our daily operations. Key Responsibilities: Answer inbound calls and respond to customer inquiries in a professional and friendly manner. Resolve customer complaints, issues, and inquiries promptly, ensuring customer satisfaction. Process customer orders, returns, and exchanges efficiently and accurately. Maintain a thorough understanding of products and services to provide accurate information to customers. Update and maintain customer records in the system. Collaborate with team members to improve service processes and meet customer needs. Handle email and online inquiries as needed. Provide follow-up with customers to ensure their issues have been resolved to their satisfaction. Assist with administrative tasks such as filing, data entry, and report generation. Qualifications: High school diploma or equivalent required. Previous customer service experience preferred. Strong verbal and written communication skills. Ability to multitask, prioritize, and stay organized in a fast-paced environment. Excellent problem-solving skills and attention to detail. Proficiency in Microsoft Office and basic computer skills. Must be Bilingual (English/Spanish). Benefits: Competitive pay up to $18 per hour. Monday - Friday schedule with weekends off. A positive and supportive work environment. Opportunities for growth within the company.

Dynamic Client Service Associate | Amazing Growth Potential & Competitive Pay Ascendo is excited to present this opportunity in the Wealth Management industry. This is a fantastic chance to join a boutique firm on an upward trajectory that prioritizes a high-touch, human-centered approach to financial planning. We are seeking a dedicated professional who thrives in a supportive culture and can balance technical precision with genuine empathy. The ideal candidate brings a robust background in navigating custodial platforms and possesses a fluent understanding of financial concepts such as Roth Conversions, IRA Rollovers, and Trust structures to hit the ground running. Responsibilities Act as the primary point of contact for major custodians and third-party providers to resolve operational inquiries. Manage the full lifecycle of client requests including account openings, money movement, and journals. Maintain accurate client data within CRM systems to ensure a reliable source of information for the team. Collaborate with compliance leadership to assist with account reviews and necessary regulatory action items. Coordinate advisor calendars and prepare essential materials for client review meetings. Facilitate clear communication regarding transaction status to keep both clients and advisors fully informed. Qualifications Strong understanding of investment vehicles, retirement plans, and trust nuances. Proven experience working within an RIA or financial services environment. Exceptional organizational skills with the ability to create and follow repeatable processes. Proficiency with digital record-keeping and adherence to industry compliance standards. Experience utilizing financial planning software and CRM tools to support operations. Ability to handle sensitive information with the highest level of integrity and care. Benefits Comprehensive medical, dental, and vision coverage options. Employer-sponsored retirement plan with company contributions. Clear pathways for career advancement into leadership or advisory tracks. Generous and flexible paid time off policy. ALL RESUMES RECEIVED WILL REMAIN HIGHLY CONFIDENTIAL AND NOT RELEASED TO ANYONE WITHOUT YOUR CONSENT. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law. Contact information Daniel Longman

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

Requirements Valid and clean driver's license Experience as a Service Advisor This is a fast-paced shop that is busy and growing. There are opportunities to advance and grow your career. You will be part of a team that is focused on customer satisfaction as well as employee satisfaction. Please contact Mark Leslie, Service Director by email. ************************ We are an equal-opportunity employer. All applicants will be considered without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity, or any other protected characteristic. "Florida Drug-Free Workplace: Pre-employment Drug Testing"

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.

Company Overview Brightway Insurance is a leading property and casualty insurance distribution company with over 400 franchise locations in 40 states We pride ourselves on delivering exceptional customer experiences and empowering our agents with innovative tools and support We are currently seeking Customer Service Representative CSR to join our team As a CSR you will play a key role in ensuring our clients receive excellent service and support Youll assist both new and existing customers by answering questions processing changes to policies handling billing inquiries and supporting sales efforts when needed Responsibilities Provide exceptional customer service to policyholders via phone email and in person interactions Assist clients with policy changes billing inquiries claims and general insurance questions Educate clients on available coverages products and discounts Maintain accurate records in our CRM and carrier systems Collaborate with agents and producers to ensure a seamless customer experience Support retention efforts by identifying opportunities for cross selling and upselling Qualifications High school diploma or equivalent required; college degree a plus4 40 Customer Service License required 2 years of experience in insurance or a customer service related role Strong communication and interpersonal skills Detail oriented with excellent organizational abilities Proficient in Microsoft Office Suite and comfortable learning new software Why Join Us Competitive salary plus performance bonuses Opportunities for career growth and professional development Supportive team environment Work that makes a difference in peoples lives

Receive incoming calls in a professional and courteous manner - Scheduling appointments - Assigning daily work/calls to other team members - Perform marketing and sales functions to sell additional work and earn business - Complete work orders, retur Customer Service Representative, Customer Service, Dispatcher, Representative, Dispatch, Retail

Job Site Location US-FL-Miami Job ID 2025-35721 Category Portal Searching Client Solution Center Hire Type Full-Time Life at Harvard Are you ready to be part of something Extraordinary? Look no further than Harvard is the largest family-owned provider of premier commercial janitorial and professional security services in the United States. We believe in the power of our people. Here, every team member is valued, empowered, and trained to contribute their best. We foster an inclusive workplace culture where diversity is celebrated and every voice matters. A day in the life: The Client Solutions Center Representative plays a vital role in our 24/7 Client Solutions Center by managing work order administration and handling inbound calls during the 1st shift. This in-office position is based at our headquarters in Miami, FL, and requires excellent communication skills, strong attention to detail, and the ability to work independently in a fast-paced environment. The representative will service our clients during typical business hours, working Monday through Friday from 10:00 am to 6:00 pm EST. What you'll do as an Exceptional Team Member Call Management: Answer, direct, and relay inbound calls, messages, and email messages promptly and professionally. Provide timely responses to client inquiries and service requests. Work Order Administration: Monitor, create, and dispatch work tickets across multiple software platforms and applications. Accurately enter and update work order information and inspection data in real-time. Ensure timely follow-up and closure of work tickets while maintaining detailed records. Identify recurring issues or workflow bottlenecks and recommend improvements to enhance efficiency and accuracy. Client and Operational Support: Collaborate closely with Operations teams to resolve service concerns and support service excellence. Contribute to the achievement of Key Performance Indicators (KPIs) through proactive communication, issue resolution, and process alignment. Participate in identifying process improvement opportunities, offering recommendations for enhancements to workflows, ticketing practices, or communication protocols. Administrative Duties: Provide essential administrative support, including generating and distributing status reports to track work order progress. Support billing and invoice verification processes to ensure accuracy and timely processing. Review, correct, and verify data entries to maintain data integrity. Flexibility and Availability: Be available for on-demand shift coverage as needed during the week. Adapt to changing priorities and contribute to a collaborative team environment. What you'll need to be an Extraordinary Team Member Communication Skills: Excellent phone etiquette and professional verbal and written communication skills. Strong customer service orientation with a commitment to providing positive client experience. Technical Proficiency: Proficient in Microsoft Excel and other Microsoft Office applications. Ability to quickly learn and navigate multiple software platforms and systems. Attention to Detail & Multitasking: Exceptional attention to detail with the ability to manage multiple tasks simultaneously. Strong organizational skills and the ability to prioritize in a fast-paced environment. Independence & Flexibility: The ability to work independently with minimal supervision while maintaining productivity and quality standards. Willingness to work flexible hours and provide coverage during business-critical times. Preferred Qualifications: Experience in a customer service or call center environment. Familiarity with work order management systems or service dispatch platforms. (3+) years of relevant experience Associate's degree Work Environment: This is an in-office position based at our headquarters in Miami, FL. Must thrive in a dynamic, fast-paced environment while maintaining accuracy and efficiency. The Harvard Promise Join our team and play a critical role in delivering exceptional service and operational excellence in our Client Solutions Center! ******************** Harvard is offering a competitive salary structure including benefit package with medical, dental, life, and long-term disability (LTD) insurance along with 401K Savings Plan. An Equal Opportunity Employer --- M/F/D/V

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.

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.

The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. *** Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications

The Client Services Associate is responsible for providing customer service and transactional support to Wealth Management Advisors (RM/IC). CAs are responsible for giving support to WAs as they develop and service banking, investments and trust customers. Duties and responsibilities include: Provides support to WMA (IC or RM) in updating of KYC and Investment Profile as well as renewal of W8s and IDs, including customer calling, form filling support and retrieval from customer location; discusses with customer investment profile for review and update as needed. Provides support in the account opening process by attending meetings with customers and/or assuring the new account file that is provided by the WMA (IC or RM) is complete as per checklists. Follows-up with prospective customers for any missing documentation that has been determined. Initiates and follows-up account opening process. Provides support in the onboarding process Provides customer service support by screening customer calls while trying to solve customer queries. Opens and follows-up on requests related to: account profile, telephone and address, inclusion and removal of accountholders (includes deceased customers), initiation of wire and securities transfers, continuous monitoring of funds due, securities transfer to/from non-US brokers (non-ACAT), account registration changes, reference letters, pledged accounts setup and release, processing of deposits in check, setup of multi-currency capabilities as well as special features (real time quotes, research access, online trading capabilities, etc.), processing of journal entries; Aids WMA (IC or RM) in setting appointments, managing calendars and coordinating business trips; Provides general office administrative support: copying, scanning, faxing, archiving, supply ordering, setting up courier deliveries, coordinating translation of documents with outside vendor among others. Acts as primary liaison with Wealth Management Operations; Participates in special projects: massive mailing, database maintenance, etc. Remain current on market news and events by dedicating work and personal time reading and browsing financial news and media. CAs must also remain current on general investments and products knowledge by their active and enthusiastic participation in scheduled courses, trainings, and product meetings. Ensures preventive measures are carried out to fully comply with current rules, regulations and internal policies relating to risks pertaining to BSA, USA Patriot Act, OFAC and other AML related issues. Acts as backup as needed for other CAs In order to fulfill duties with expected level of competency, incumbent must demonstrate: Ability and eagerness to learn. Verbal, written and interpersonal skills. Customer service orientation. Organization skills (archiving, tracking, follow-up) Minimum Education and/or Certifications Requirements: Associate's degree in finance or business administration preferred. * Applicant may be NMLS registered and provide the company with NMLS number or be willing to register in NMLS prior to employment being offered. Additionally, FBI Criminal Background and credit check must be successfully passed before job offer is presented. Minimum Work Experience Requirements: 1 year of experience supporting Wealth Management Advisors Technical and/or Other Essential Knowledge: Fully bilingual (English/Spanish) - Fluent, including writing Experienced PC user with strong command of MS Office applications

ADP is hiring a Senior Client Support Consultant. This position is hybrid - working 3 days in the Miami office and 2 days from home each week. Are you ready to join a company offering career advancement opportunities throughout your career journey? D Client Support, English, Spanish, Senior, Bilingual, Support, Technology

5th HQ - We are seeking a versatile and dedicated Admin/Customer Service Specialist for our of our clients in Pompano Beach. The ideal candidate will be adaptable, capable of managing multiple roles, and comfortable handling a variety of tasks as required. Key Responsibilities: Respond to Amazon customer service messages promptly and professionally. Process customer refunds efficiently. Learn and manage the process of customer returns. Run daily reports and follow up on any action items. Review invoices and potentially learn to process deposits. Assist with various tasks as needed, demonstrating flexibility and a willingness to adapt to new challenges. Perform general office duties, such as managing phone calls, emails, and correspondence. Organize and schedule appointments, meetings, and conferences. Maintain and update office records, databases, and filing systems. Prepare reports, presentations, and documents as needed. Skills/Qualifications: High school diploma or equivalent; further education or certifications in administration or customer service is a plus. Previous experience in a customer service or administrative role is preferred. Proficiency in Microsoft Office Suite (Excel, Word, Outlook). Strong communication skills, both written and verbal. Bilingual English/Spanish is a plus. Excellent organizational skills and attention to detail. Ability to multitask and manage time effectively. Positive attitude and a proactive approach to problem-solving. Willingness to learn new skills and take on different tasks as required.