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Customer Service Representative Jobs in Florida

- 9,233 Jobs
  • Customer Service Representative

    TSR Consulting Services, Inc. 4.9company rating

    Customer Service Representative Job In Maitland, FL

    Client Coordinator- 6 Month Contract Hybrid- Once training is done, 4 days onsite and 1 day remote. Rate: $22 We are seeking a detail-oriented and knowledgeable Client Services Coordinator to join our Human Resources team. This role focuses on supporting the administration and analysis of employee benefit and group insurance programs. The ideal candidate will have specialized experience handling complex aspects of benefits operations and will play a critical role in ensuring employees understand and utilize available programs effectively. This is a paraprofessional position and does not require a four-year college degree. Key Responsibilities: Data Analysis & Reporting: Examine, assess, and consolidate data to provide accurate insights on employee benefits and insurance program utilization. Identify trends and make recommendations for improvements in benefits offerings or administrative processes. Program Evaluation & Support: Pinpoint opportunities for modifications to existing benefit plans and administrative procedures. Collaborate with vendors and internal stakeholders to implement changes as needed. Employee Enrollment & Records: Facilitate employee enrollment in group benefit plans such as health, dental, vision, life insurance, disability, and other ancillary benefits. Maintain and update employee benefits records to ensure data integrity and compliance. Employee Communication: Explain and interpret complex benefits policies and procedures to employees and their dependents. Respond to employee inquiries regarding benefit eligibility, coverage, claims, and plan options in a clear and supportive manner. Administrative & Compliance Duties: Support internal audits of benefits processes and documentation. Ensure compliance with company policies, legal regulations, and confidentiality requirements. Qualifications: High school diploma or equivalent required; Associate's degree or relevant certification (e.g., CEBS, PHR) a plus. Minimum 2-4 years of experience in benefits administration or a related HR role. Solid understanding of benefits terminology, insurance regulations, and enrollment procedures. Strong communication and interpersonal skills; ability to explain complex topics clearly. Proficient in Microsoft Office Suite and HRIS or benefits administration systems (e.g., ADP, Workday, or similar). Ability to handle confidential information with discretion and professionalism. Excellent organizational skills and attention to detail. Preferred Skills: Experience with benefits analytics and reporting tools. Familiarity with federal and state regulations regarding benefits administration (e.g., ERISA, COBRA, ACA).
    $22 hourly 3d ago
  • Sales Coordinator/Customer Service Coordinator

    Ascendo Resources 4.3company rating

    Customer Service Representative Job In Jupiter, FL

    Ascendo Resources is seeking an experienced and customer-focused Inside Sales Associate / Customer Service Representative for a reputable client in the supply industry, located in Jupiter, FL. This is an exciting opportunity to join a team that values service excellence, product knowledge, and strong internal collaboration. In this role, you will serve as a key point of contact for customers, handling product inquiries, technical support, and order management. You'll assist with sales processes, provide updates on order status, and work cross-functionally with sales, marketing, and service teams. The ideal candidate is detail-oriented, organized, and thrives in a fast-paced environment. Key Responsibilities Respond to customer inquiries regarding parts, equipment, and chemicals via phone, email, and in-person interactions Provide accurate and timely updates on order status Process sales and purchase orders, return authorizations, and sales quotes Assist customers with product-related technical support Collaborate with internal teams to meet customer needs and resolve issues Perform general administrative duties such as data entry, filing, and phone handling Participate in physical inventory counts and support cross-departmental customer resolutions Maintain accurate records and documentation related to customer service activities Qualifications Minimum 3 years of customer service or inside sales experience Industry experience in aquatics, distribution, or manufacturing is a plus Mechanical aptitude is advantageous Proficiency in Microsoft Office (Outlook, Word, Excel) Bachelor's degree preferred, but not required DIVERSITY AND EQUAL OPPORTUNITY Ascendo is a certified minority-owned staffing firm, 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, retaliation, parental status, military service or any non-merit factor.
    $27k-35k yearly est. 7d ago
  • Customer Support representative (Tech-Oriented)

    Pocketlink Ltd.

    Customer Service Representative Job In Miami, FL

    About Us: Pocket Link is a tech company providing supply chain automation software for B2B vendors. We're looking for a dependable, tech-comfortable Customer Support Specialist to join us in delivering excellent service to our clients. What You'll Do: Respond to customer inquiries via email, phone, and chat Troubleshoot basic technical issues related to our software and Windows-based systems. Assist customers with installations, updates, and configurations Document support interactions and solutions clearly Collaborate with the tech team to escalate complex cases Learn SQL Server basic queries to be able to support more advanced cases. What We're Looking For: Strong English communication skills (spoken and written) Good computer orientation and basic Windows knowledge (network settings, file systems, etc.) Quick learner with the ability to follow technical instructions. No college degree required - skills, attitude, and reliability matter more Why Join Us? Friendly and supportive team Opportunity to grow with a tech company that values your input Training provided - we invest in your success
    $30k-40k yearly est. 4d ago
  • Commercial Customer Service Representative

    Akkodis

    Customer Service Representative Job In Fort Lauderdale, FL

    DIRECT HIRE, Commercial Customer Service Representative/Manufacturing job in Fort Lauderdale, FL Onsite(full-time) Rate Range: $50k/yr to $55KK/yr ; The rate may be negotiable based on experience, education, geographic location, and other factors Akkodis is seeking to fill a DIRECT HIRE, Commercial Customer Service Representative/Manufacturing job in Fort Lauderdale, FL. The successful candidate manages all commercial activities of assigned customer programs, including providing information on products, services, and updates on schedules. Commercial Customer Service Representative/Manufacturing job responsibilities include: ESSENTIAL DUTIES / RESPONSIBILITIES include the following - - Enters customer purchase order information into the ERP system. -Generates and submits standard quotes to Customers. -Information resource liaison between internal departments by maintaining traceability on the release status of customer purchase orders. - Ensures that appropriate actions are taken to resolve customers' problems and concerns. -Maintains customer accounts and records of customer interactions with details of inquiries, complaints, or comments. -Provides assistance to Regional Sales Managers on status of customer purchase orders when required. QUALIFICATIONS|EDUCATION| or EXPERIENCE -BS/BA Degree or related work experience MANUFACTURING CUSTOMER SERVICE IS KEY . -Minimum 5 years of working customer service experience. -Experience handling inbound / outbound calls. -Proficient in MS Office applications and ERP systems. -Excellent Organization skills COMPETENCIES -Excellent Communication skills including active listening. - Service-oriented and able to resolve customer grievances. -Proficient computer skills with the ability to learn new software. -Ability to multi-task, prioritize, and manage time effectively. If you are interested in the DIRECT HIRE, Commercial Customer Service Representative/Manufacturing job in the Fort Lauderdale, FL area then please click APPY NOW. For other job opportunities available at Akkodis go to *************** If you have questions about the position, pleases contact Marie Badger at ***************************** today. Referrals are greatly appreciated. Equal Opportunity Employer/Veterans/Disabled Benefit offerings could include medical, dental, vision, term life insurance, short-term disability insurance, additional voluntary benefits, commuter benefits and 401K plan. Our program provides employees the flexibility to choose the type of coverage that meets their individual needs. Available paid leave may include Paid Sick Leave, where required by law; any other paid leave required by Federal, State, or local law; and Holiday pay upon meeting eligibility criteria. Disclaimer: These benefit offerings do not apply to client-recruited jobs and jobs which are direct hire to a client To read our Candidate Privacy Information Statement, which explains how we will use your information, please visit ********************************************** The Company will consider qualified applicants with arrest and conviction records.
    $50k-55k yearly 5d ago
  • Customer Service Specialist

    Careerxchange, Inc. 3.7company rating

    Customer Service Representative Job In Doral, FL

    Job Title: Customer Service Representative Industry: Wholesale Supplier Department: Customer Service Schedule: Full-Time | Monday through Friday, 8:00 AM - 5:00 PM Work Environment: Corporate Office (not a call center) Company Overview: We are a leading and growing wholesale supplier of mechanical parts, servicing industries such as HVAC, automotive, manufacturing, and construction. Known for our commitment to reliability and excellence, we take pride in offering timely distribution, superior customer care, and high-quality products to our partners. Our corporate office is seeking an experienced, bilingual (English/Spanish) Customer Service Representative to be a key point of contact for our clients and internal departments. Position Summary: This role is ideal for a professional, office-based customer service specialist with experience in the supplier, wholesale, or service-based industries. The Customer Service Representative will serve as the first line of communication for incoming customer calls, ensuring each inquiry is handled with attention to detail and care. You will handle escalated calls, support order management, provide product information, and coordinate with multiple departments to ensure customer satisfaction. Key Responsibilities: Answer incoming calls and professionally greet customers, thoroughly vet inquiries, and direct calls appropriately Handle escalated calls and provide prompt, accurate, and empathetic resolutions Provide detailed information regarding product specifications, order status, delivery times, warranty policies, and ETA updates Open claims for damaged goods, and coordinate the credit or return process with accuracy and timeliness Issue credits, process returns, and initiate claim investigations when necessary Route calls to the appropriate internal departments such as Technical Support, Accounting, or Sales Maintain accurate records of customer interactions and update internal systems accordingly Collaborate with the logistics and warehouse teams to ensure timely deliveries and clear communication Build rapport with repeat customers and ensure ongoing satisfaction with each order or service request Qualifications: Minimum of 4 recent years of experience in customer service, specifically in wholesale, supplier, or service-based industries Fully bilingual in English and Spanish (verbal and written communication required) Excellent telephone etiquette and interpersonal communication skills Ability to multitask, stay organized, and resolve issues in a professional and courteous manner Experience working in a fast-paced office setting (not a call center environment) Proficiency with common customer service tools and ERP/order entry systems (e.g., NetSuite, SAP, QuickBooks, or similar) High school diploma or equivalent required; additional education in business or communications is a plus What We Offer: A stable and growing company with long-term career potential Monday-Friday schedule with no weekends Professional, team-oriented work environment in a corporate office setting Opportunity to work alongside experienced professionals and supportive leadership Competitive salary and benefits package, including paid time off and health insurance How to Apply: If you're a professional Customer Service Representative looking to work in a structured office setting with opportunities for career growth, we encourage you to apply. Please submit your resume or reach out directly to learn more about this opportunity.
    $24k-32k yearly est. 7d ago
  • Commercial Lines Client Service Specialist

    McGriff 4.0company rating

    Customer Service Representative Job In Tallahassee, FL

    Our not-so-secret sauce. Award-winning, inclusive, Top Workplace culture doesn't happen overnight. It's a result of hard work by extraordinary people. More than 11,000 of the industry's brightest talent drive our efforts to deliver purposeful work and meaningful impact every day. Learn more about what makes us different and how you can thrive as a Client Service Specialist at McGriff, a division of Marsh McLennan Agency (MMA). MMA provides business insurance, employee health & benefits, retirement, and private client insurance solutions to organizations and individuals seeking limitless possibilities. With 200 offices across North America, we combine the personalized service model of a local consultant with the global resources of the world's leading professional services firm, Marsh McLennan (NYSE: MMC). A day in the life. As our Client Service Specialist on the McGriff Commercial Lines team, you'll support the service and production team in reaching overall agency revenue and retention goals by processing new and renewal business, updating and maintaining information in the client management system, addressing and resolving client questions and issues, escalating issues of increased complexity, providing clients with information including plan information, rates, contributions, and carrier contacts, assemble proposals and other presentations, assist in preparation of new and renewal proposals, stewardship reports, service plans, and comparisons, maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards, and assist clients with claims resolution. Our future colleague. We'd love to meet you if your professional track record includes these skills: Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business High school diploma or equivalent Property and casualty insurance license Demonstrated proficiency in computer applications such as Microsoft Office Suite Demonstrate strong organizational and project skills Strong communication and interpersonal skills (written and verbal) Act with responsiveness, urgency and professionalism in all matters Prioritize work to achieve timely completion of the most critical and sensitive activities Respond quickly to client requests and work to provide appropriate information Accept accountability for the quality of work These additional qualifications are a plus, but not required to apply: Five years of industry specific experience LOB designations College or advanced degree We know there are excellent candidates who might not check all of these boxes. Don't be shy. If you're close, we'd be very interested in meeting you. Valuable Benefits. We value and respect the impact our colleagues make every day both inside and outside our organization. We've built a culture that promotes colleague well-being through robust benefit programs and resources, encourages professional and personal development, and celebrates opportunities to pursue the projects and causes that give colleagues fulfilment outside of work. Some benefits included in this role are: Generous time off, including personal and volunteering Tuition reimbursement and professional development opportunities Hybrid Work Charitable contribution match programs Stock purchase opportunities To learn more about McGriff, a division of Marsh McLennan Agency, check us out online: ************************ For more information on careers, visit: *************************** or flip through our recruiting brochure: ********************** Follow us on social media to meet our colleagues and see what makes us tick: **************************************** ****************************************************** ************************************ ********************************** ***************************** Who you are is who we are. We embrace a culture that celebrates and promotes the many backgrounds, heritages and perspectives of our colleagues and clients. We are always seeking those with ethics, talent, and ambition who are interested in joining our client-focused teams. Marsh McLennan and its affiliates are EOE Minority/Female/Disability/Vet/Sexual Orientation/Gender Identity employers. McGriff Insurance Broker | McGriff McGriff specializes in business and personal insurance, employee benefit solutions, risk management services, specialized industry expertise and more.
    $30k-44k yearly est. 4d ago
  • Customer Service Representative

    Staff Financial Group

    Customer Service Representative Job In Orlando, FL

    🌟 Entry-Level Customer Service Opportunity | Orlando, FL 🌟 One of our valued clients, a well-established industrial equipment supplier in Orlando, is offering: Full-time, in-office position 💰 Up to $42k salary + bonuses + upward mobility 🏥 Benefits, 401K, and profit-sharing 🚀 Immediate interviews available - we're looking to hire ASAP! Top candidates will be contacted. Are you ready to make a career change? We're seeking enthusiastic individuals with a positive attitude who are eager to grow within the company. 📈 Advancement opportunities to Customer Service Level 2 are available within 12-24 months. Key Requirements: 1-3 years of experience in call center, customer service, or retail/service industry Passion for excellent customer service Ability to learn quickly Key Responsibilities: Complete onboarding training for success 💻 Learn Salesforce ERP and master its functionalities Understand quoting and order processes Familiarize with product catalog and part numbers Process quotes and orders efficiently 💼 Excited about this opportunity? Ready to join a growing team? We want to hear from you! Qualified candidates, please send resumes to 📧 Joe@Stafffinancial.com
    $42k yearly 5d ago
  • Customer Service Representative

    Insight Global

    Customer Service Representative Job In Kissimmee, FL

    Customer Service Representative $19-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Shifts: Monday-Friday: 9am-6pm Saturday: 11am-6pm Must Haves: Self-sufficient - Will be opening and closing by themselves Basic computer skills to enter shipping/tracking information Customer Service experience Organized, reliable, & meet deadlines Strong written and verbal communication skills Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalated.
    $19-21 hourly 8d ago
  • Customer Service Representative

    UNIK Media Group LLC

    Customer Service Representative Job In Miami, FL

    Schedule: Mon-Fri, 9AM-6PM Compensation: $18-$20/hr + $500-$1,500/week commissions (top reps crush this) No Cold Calling. Zero Chasing. All Inbound. Tired of dialing for dollars? Every lead you touch is inbound-real people, real interest, real money. Our parent company OWNS the marketing agency, so you'll never run out of fresh opportunities. Unlimited pipeline. All you have to do is convert. We Don't Hire Average-We Hire Closers You have a 4-40 license (or want one-we'll get you there). You love winning, not whining. You know how to turn a warm lead into a raving fan. If you're just looking for another job, keep scrolling. If you want a seat at the table, keep reading. What You'll Do (No Fluff): Advise auto, homeowners & business owners on insurance-property, commercial, and more Quote, issue, and renew policies with speed and precision Cross-sell like a pro: flood, life, liability, you name it Own your accounts-answer, solve, close, repeat Stay organized and compliant. No hand-holding here You Bring: Active 4-40 license (FL) Don't have it yet? Prove you're hungry-we'll help you get licensed Bilingual (English & Spanish) Experience is a plus. Killer attitude is a must Sharp closer, smooth communicator, relentless follow-through Tech savvy and allergic to excuses What You Get: $18-$20/hr base (DOE) $500-$1,500/week in commissions (our top reps make more) Extra cash: • $15 per new account • $30 per cross-sell (auto, life, etc.) • $50 per client you refer All leads provided-every call is inbound, unlimited potential Full training & license support if you need it Real promotions. Earn your next level, don't wait for it No office drama, no dead weight-just a team of winners Ready to Stop Chasing and Start Winning? If you're hungry, coachable, and want a real shot at high earnings with a pipeline that never ends, let's talk. Apply now or DM me directly. We're hiring NOW-seats fill fast.
    $18-20 hourly 7d ago
  • Customer Service Specialist

    Vaxcare 4.1company rating

    Customer Service Representative Job In Orlando, FL

    • If you enjoy stale, bureaucratic organizations whose IT and product evolution cycle follows the timing of Haley comet's orbit, then this job is not for you. • If you enjoy endless routine of the same mundane tasks, then this job is not for you. • If you enjoy being a part of America's healthcare cost problem versus its solution, then this job is not for you. VaxCare is a fast-growing and innovative technology company that is forever changing the way physicians manage vaccines. Customer Service Specialists are the glue between our service and our customers. We offer exceptional support to our customers, working on the front lines to train, help, and advocate for them via email, telephone, and webinar while deriving insights into how to design our service to better meet their needs. We are the communication bridge leading our customers to higher profitability and efficiency by using our technology. Are you ready to be the sounding board for our customers and to turn today's opportunities into a better tomorrow? If you're ready for these challenges this could be a great fit for you. QUALITIES NEEDED: • Critical thinking and problem-solving skills to face new challenges head-on • Energy to foster relationships with customers to help make them feel taken care of • Verbal, written, and presentation skills to communicate effectively • Exceptional organizational skills to keep the facts straight • Intellectual curiosity to ask the questions that improve our service • Resourcefulness to work with other departments to get things done • Knowledge of general IT solutions to confidently answer the questions our customers ask • Diligence to meet deadlines • Previous Call Center experience preferred
    $27k-35k yearly est. 7d ago
  • Customer Service Representative

    Locksmith Keyless

    Customer Service Representative Job In Doral, FL

    Locksmith Keyless, established in 2013, is a leading wholesaler of locksmith hardware and automotive tools based in the Miami, Florida area. We are dedicated to providing high-quality automotive keys and accessory parts at competitive prices. As a leading distributor of replacement automotive keyless entry remotes, transponder keys, and programming technology, we are committed to maintaining the highest standards of quality while serving a rapidly growing customer base. Role Description This is a full-time on-site role for a Customer Service Representative, located in Doral, FL. The Customer Service Representative will be responsible for providing excellent customer support, addressing customer inquiries, ensuring customer satisfaction, and enhancing the overall customer experience. Daily tasks include answering phone calls, responding to emails, processing orders, and resolving customer issues in a timely and efficient manner. Qualifications Strong skills in Customer Service, Customer Experience, and Customer Satisfaction Experience in Customer Support and working with Customer Service Representatives Excellent communication and interpersonal skills Ability to handle challenging situations with professionalism and patience Proficiency with computer systems and software applications Previous experience in a related field is beneficial High school diploma or equivalent; additional education is a plus Salary starting at 18usd/h
    $22k-31k yearly est. 3d ago
  • Customer Service Representative

    Gadol Uniforms

    Customer Service Representative Job In Fort Lauderdale, FL

    At Gadol Uniforms, we don't just make uniforms - we engineer better operations with custom uniform solutions for large enterprises. Our average client partnership spans over 20 years, serving industry leaders like McDonald's, Subway, Sodexo, and FEMSA. We offer fully integrated manufacturing, FR and PPE expertise compliant with NFPA 70E, streamlined enterprise ordering platforms, tailored catalogs, and employee credit programs. Our emphasis on lightning-fast fulfillment and inventory management ensures that Gadol Uniforms is always in stock and always on point. Role Description This is a full-time on-site role for a Customer Service Representative, based in Fort Lauderdale, FL. The Customer Service Representative will be responsible for handling customer inquiries, providing support to resolve issues, ensuring customer satisfaction, and enhancing the overall customer experience. Day-to-day tasks include managing communication channels, addressing client needs, processing orders, and maintaining accurate records of customer interactions. Qualifications Proficiency in Customer Service, Customer Support, and Customer Experience Ability to ensure Customer Satisfaction and handle Customer Service Representatives Strong communication and interpersonal skills Problem-solving skills and attention to detail Previous experience in a customer service role Ability to work effectively in a team-oriented environment High school diploma or equivalent; additional qualifications will be a plus
    $23k-31k yearly est. 3d ago
  • Customer Service/Logistics Representative

    Hirefinderrpo

    Customer Service Representative Job In Coral Gables, FL

    The ideal candidate loves talking to people and proactively solving issues. You will be responsible for converting customers into passionate evangelists Responsibilities Communicate with customers via phone, email and chat Provide knowledgeable answers to questions about product, pricing and availability Work with internal departments to meet customer's needs Data entry in various platforms Qualifications At least 1 - 3 years' of relevant work experience Excellent phone etiquette and excellent verbal, written, and interpersonal skills Ability to multi-task, organize, and prioritize work
    $22k-31k yearly est. 7d ago
  • Call Center Representative

    LHH 4.3company rating

    Customer Service Representative Job In Lakeland, FL

    Do you have call center experience and excel at customer service? LHH Recruitment Solutions is seeking a Customer Service Representative for a contract-to-hire position in Lakeland, FL. This is an excellent opportunity to join an established and growing company. Responsibilities Support inbound and outbound phone lines for the pharmacy. Assist patients and/or healthcare providers with requests and problem-solve when needed. Deliver excellent customer service while meeting service level goals. Experience & Skills: Prior call center experience is required. Able to type at least 30wpms and ability to balance priorities. Prior pharmacy or healthcare experience is a plus but not required. Employment Type: contract-to-hire Schedule: 2 shifts available Mon-Fri: 10am-6:30pm or 11:30am-8pm At LHH Recruitment Solutions, our colleagues specialize across eight practice areas including Human Resources. Connect with a recruitment specialist today, by submitting your resume via the Apply button.
    $25k-32k yearly est. 6d ago
  • Patient Account Representative

    Vaco By Highspring

    Customer Service Representative Job In Miramar, FL

    Vaco is hiring for Patient Account Representative Compensation: $18-$20/hour BOE Work Schedule: M-F 8:00 a.m. to 5:00 p.m. Key duties / responsibilities / accountabilities: 1. Verifies that member responsibility balance is accurate according to PCM and Brightree. 2. Handles member and health plan calls and provides accurate member responsibility balance information. 3. Sends out patient statements and process patient payments over the telephone. Requirements: Minimum of one-year experience in medical billing service. Ability to communicate effectively and confidentially on all levels. Knowledge of CPT and ICD.9 codes. Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual's skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company's 401(k) retirement plan. Desired Skills and Experience Minimum of one-year experience in medical billing service. Ability to communicate effectively and confidentially on all levels. Knowledge of CPT and ICD.9 codes.
    $18-20 hourly 3d ago
  • Senior Registered Client Associate

    Leeds Professional Resources 4.3company rating

    Customer Service Representative Job In Miami, FL

    We are seeking a highly skilled and dedicated Senior Registered Client Associate to join our dynamic wealth management team. This role is pivotal in delivering exceptional client service, managing client relationships, and supporting financial advisors in achieving client financial goals. The ideal candidate will bring expertise, professionalism, and a client-centric approach to ensure seamless operations and outstanding client experiences. Key Responsibilities Client Relationship Management: Serve as a primary point of contact for high-net-worth clients, addressing inquiries, resolving issues, and ensuring client satisfaction through personalized service. Account Administration: Oversee account opening, maintenance, and closing processes, ensuring compliance with regulatory requirements and firm policies. Transaction Execution: Process securities transactions, including equities, fixed income, and other investment products, with accuracy and efficiency. Portfolio Support: Assist financial advisors in preparing client reports, performance reviews, and investment proposals tailored to individual client needs. Compliance and Documentation: Maintain accurate client records, ensure adherence to FINRA, SEC, and other regulatory standards, and prepare documentation for audits. Operational Efficiency: Streamline workflows, coordinate with internal teams (e.g., operations, compliance, and trading), and leverage technology to enhance client service delivery. Client Meetings and Communication: Schedule and prepare materials for client meetings, participate in discussions, and follow up on action items to support advisor-client relationships. Qualifications Licenses: Must hold Series 7 and Series 66 (or equivalent) licenses; additional certifications (e.g., CFP) are a plus. Experience: Minimum of 5 years in a client-facing role within wealth management, financial services, or a related field. Education: Bachelor's degree in finance, business, or a related discipline preferred. Skills: Exceptional interpersonal and communication skills to build trust with clients. Strong organizational abilities with keen attention to detail. Proficiency in financial software (e.g., Bloomberg, Morningstar, or CRM platforms) Ability to multitask in a fast-paced environment while maintaining accuracy. Fluent in Portuguese Attributes: Proactive, team-oriented, and committed to delivering high-quality service.
    $35k-45k yearly est. 3d ago
  • Client Services Associate

    Intepros

    Customer Service Representative Job In Lake Mary, FL

    Treasury Services Are you passionate about delivering best-in-class service and making a difference for global clients? Join our Client Services team and play a pivotal role in ensuring seamless client experiences and operational excellence. As a Client Services Associate, you'll be the first point of contact for daily client inquiries-resolving issues, fostering strong relationships, and supporting our commitment to high-touch service delivery. If you thrive in a fast-paced environment and have a proactive, client-first mindset, we want to hear from you. What You'll Do: Serve as the frontline contact for client inquiries-providing timely, accurate responses and ensuring a professional experience at every touchpoint Own the resolution process for routine issues and escalate complex matters to senior service officers as needed Meet and exceed performance targets in productivity, client satisfaction, and service quality Contribute to a "speak-up" culture by actively sharing ideas to support our Global Client Services Transformation agenda Gain deep expertise in Treasury Services products, processes, and systems to confidently address client needs Complete all training, certifications, and firm-required learning milestones Adapt quickly in a dynamic environment where flexibility and communication are key What You Bring to the Table: Bachelor's degree OR equivalent combination of education and experience 3-5 years of relevant work experience in operations, banking, or client service Excellent communication skills-written, verbal, and active listening Strong organizational and multitasking abilities under pressure Self-motivated with a sharp client-centric approach Ability to work cross-functionally and adapt to evolving priorities Preferred Experience: Knowledge of FX (Foreign Exchange) transactions and processes Hands-on experience in banking and payment operations Previous roles in client or customer service environments Why Join Us? At the heart of our Client Services team is a culture of collaboration, growth, and excellence. You'll work alongside passionate professionals, supporting some of the world's leading organizations in a role that offers both responsibility and opportunity. Whether you're based in Pittsburgh or Lake Mary, you'll be part of a global network that values innovation, diversity of thought, and the power of great service. Ready to Start Your Journey? If you're excited to grow your career in financial services while making a real impact every day-apply now and let's build the future of client service together.
    $34k-58k yearly est. 6d ago
  • Sales and Service Representative

    Meridian Bank 4.6company rating

    Customer Service Representative Job In Bonita Springs, FL

    Meridian Bank (subsidiary of Meridian Corporation, Nasdaq: MRBK) is an innovative team of experts serving the financial needs of entrepreneurs, businesses and individuals. Growing throughout Pennsylvania, New Jersey, Delaware, Maryland and Florida, Meridian offers opportunities for anyone wishing to start or continue a career working in a collegial atmosphere to bring unrivaled service to clients and customers. Member FDIC | Equal Housing Lender Position summary: Responsible for performing various duties to support the Retail Branch Department; coordinating work within the department, as well as with other departments; complying with operating policies and procedures established for this position. Reporting pertinent information to the immediate supervisor; responding to inquiries or requests for information. Assists in the day-day operations of the branch with a sales focus on deposit growth in local territory and develops /helps to manage an account portfolio while delivering excellent customer service. Qualifications required: Associate's degree in Finance or related field; or equivalent work experience 1-3 years related banking experience or an equivalent combination of education and experience Spanish speaking skills are a plus Ability to work in a team environment Previous sales and customer service experience in a retail banking environment Strong computer skills (MS Office, etc.) High degree of attention to detail and ability to multitask Prior cash handling experience Ability to work all hours the branch is open Essential functions and responsibilities: Provides exceptional customer service by promptly resolves customer issues, responding to questions, and creatively solves problems Participates in sales campaigns with energy and focus to achieve goals while maintaining quality standards Engages in outbound calling efforts to establish new business Meets with and calls prospects/customers and develops an understanding of other financial goals and needs; assesses information and suggests appropriate product and service solutions; educates the prospect/customer on the benefits and value of suggested solutions resulting in closed sales Demonstrates strong product knowledge and cross-selling aptitude Ability to occasionally assist in branch coverage at any of our retail branch locations Processes customer transactions efficiently and accurately, while following policies and procedures. Transactions include but not limited to cashing checks, opening new accounts, accepting loan payments, verifying currency, completing withdrawals, resolving customer issues, and issuing of bank checks Has a working knowledge of all compliance regulations and bank policies and procedures Must be capable of developing relationships with customers/prospects and be creative in solving problems Participates in community events in conjunction with Bank sponsorships, marketing, and networking Demonstrates and promotes Meridian Bank's Core Values: Our Partners, Our People, Our Bank and Our Communities Coordinates specific work tasks with other employees within the department as well as with other departments in order to ensure the smooth and efficient flow of information Abides by the current laws and organizational policies and procedures designed and implemented to promote an environment which is free of harassment and other forms of illegal discriminatory behavior in the work place Communicates with management and coworkers in order to integrate goals and activities Cooperates with, participates in, and supports the adherence to all internal policies, procedures, and practices in support of risk management and overall safety and soundness and the Bank's compliance with all regulatory requirements, e.g. Community Reinvestment Act (CRA), Bank Secrecy Act (BSA), Equal Credit Opportunity Act, etc. Other duties as assigned Success factors/job competencies: Organizational and time management skills Spanish speaking skills are a plus Ability to work with little or no supervision Excellent interpersonal and communication skills Timely and regular attendance Completes work in a timely manner Actively seeks coaching Application Access: Jack Henry Physical demands, work environment, and location: Physical Demands: The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the necessary functions. This is a largely sedentary role, requiring the use of typical office equipment such as a computer, laptop and cell phone. Most work is completed in an office environment. Work environment: The noise level in this environment is minimal Location: Various Meridian Bank locations as assigned. Meridian Bank is An Equal Opportunity Employer
    $26k-45k yearly est. 5d ago
  • Customer Service Representative

    Insight Global

    Customer Service Representative Job In Port Saint Lucie, FL

    Customer Service Representative $19-21 Hourly Based On Experience Looking to HIRE RIGHT AWAY!! Shifts: Monday-Friday: 9am-6pm Saturday: 11am-6pm Must Haves: Self-sufficient - Will be opening and closing by themselves Basic computer skills to enter shipping/tracking information Customer Service experience Organized, reliable, & meet deadlines Strong written and verbal communication skills Day to Day: This is a huge opportunity to get your foot in the door with a large fortune 500 company. The associate will have the potential opportunity to eventually grow with the operations, finance, or marketing divisions of the company if desired. The Associate will be opening and closing the store each day. They will be helping take packages from customers and ensure the packages are logged correctly to end up in the right location. They will be servicing anywhere from 1-2 clients per hour and helping to create new shipment logs/labels. They will be able to reach out to other team members for any questions that need to be escalated.
    $19-21 hourly 8d ago
  • Customer Account Representative

    Vaco By Highspring

    Customer Service Representative Job In Apopka, FL

    The Customer Account Representative will be the point of contact for his/her assigned outside Sales Representatives and corresponding customer portfolio. Primary responsibilities include: Process the customers' purchase orders and all related requests according to policy and procedure o Ensures that all transactions meet acceptable profit requirements and shipment deadlines and audits orders for accuracy prior to releasing o Provides proper documentation and certifications related to the transactions o Maintains all customer specific information within the operating system Monitors order progression across multiple departments o Utilizes company systems and reports to accurately monitor progression of orders through the system o Release orders in advance to reduce cost and prevent error. o Follows set guidelines in submitting accurate and complete requests or paperwork to other departments by appropriate deadlines o Submits sales orders for timely invoicing o Have basic knowledge of all other departments' duties to properly field customer inquiries and satisfy requests. Works in conjunction with the Sales Representative to maintain customer pricing quotes so that customers are invoiced correctly at time of shipment to avoid post billing Sales Order Adjustments Effectively communicates order status to customers, including but not limited to backorder information, blanket order status, and future order confirmations Process Return Goods Authorizations, Corrective Action Requests and Sales Order Adjustments as needed Assists in all proactive duties aimed at executing soft sales, managing targets and maintaining current accounts. o Completes tasks based on priority level Contributes to the group's success by assisting with coverage during absences or offering assistance to others during slow workload periods. Actively problem solves by seeking better alternatives for performing assigned tasks by making rational assessments of options and reaching logical and accurate conclusions from available information Stays up-to-date on developments related to the company, profession, resources, and technology
    $27k-38k yearly est. 8d ago

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