Customer Support Representative Jobs in Saint Petersburg, FL

Title: Client Services Associate 5 days onsite for the first 90 days, then hybrid 2-3 days moving forward Duration: Direct-Hire Salary: $60k - $70k Additional Comp: 2% quarterly advisor payout, quarterly performance bonuses, 15% annual bonus Desired Skills and Experience: Bachelor's degree from an accredited university 3+ years of experience in a client facing role within the Financial Services industry, preferably with a Registered Investment Advisor Experience working in a CRM like Salesforce Experience working with custodians, Charles Schwab and/or Fidelity, preferred Experience with Black Diamond, preferred Insight Global is currently partnering with an investment advisory firm with an office in Tampa, FL who is seeking a Client Services Associate to join their team. This Associate will support multiple Financial Advisors to support their clients and overall provide a great experience throughout their partnership with our client. The salary for this position is $60K-70K with additional compensation incentives. Core Functions: Provide daily support to Advisors and their client base (wire requests, new account openings, personal information changes, etc.) Handle all inbound and outbound non-investment-related client requests Initiate proactive client outreach to build strong relationships Own new client onboarding workflow in Salesforce and Black Diamond Maintain proper record keeping of client data in Salesforce Manage all appointment scheduling for prospects and clients Support Advisors in the prospect follow up process Participate in Operations special projects, as needed.

Summary/Objective The Commercial New Business Representative will work directly with sales agents, internal account executives and agency clients ensuring they receive competitive, comprehensive insurance offerings for new business, and thorough review of existing policies when applicable. Essential Functions Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. • Build application packets for sales team • Work with sales team to review best coverages for accounts • Market accounts to insurance carriers in an efficient manner that satisfies business and sales team needs • Promptly and accurately respond to underwriting questions • Negotiate with carriers on agency and client behalf • Meet turnaround time expectations as determined by sales agent and internal guidelines • Properly record and retrieve data using the agency management system • Remotely send accounts for signature and binding • Provide timely invoicing/billing/payment receipt information to accounting to avoid lapse in coverage or late penalties Competencies • Understanding of Commercial Insurance Rating Factors • Understanding of Carrier Guidelines and Appetites • Communication proficiency in person and by phone with team members and insureds • Proficiency forming emails to clients and responding to team member requests • Ethical Conduct • Flexibility • Initiative • Time Management Required Education and Experience Bachelor's Degree in Risk Management or Insurance OR Bachelor's Degree in business or related field with four years work experience OR an equivalent combination of direct education and experience in the field of insurance 440 Insurance License Preferred Education and Experience 220 Insurance License 2+ Years industry experience in commercial underwriting and/or servicing Commercial department experience at an independent agency Additional Eligibility Qualifications Proficiency with Microsoft Outlook, Word, Excel and AMS Typing proficiency at 40+ wpm

As a Member Support Representative II - Verifications, you will play a crucial role in ensuring the security and accuracy of our virtual member verification process. You will engage with members via video calls, guiding them through the verification process while delivering outstanding customer service. This opportunity is located onsite in Tampa, FL. This is a full time opportunity and is not able to be done remotely. Responsibilities: Conduct inbound video verification calls with members, ensuring a friendly and professional experience Verify member identities across multiple communities by requesting and validating required documentation Address member inquiries and concerns related to the verification process Assist with account recovery to track, manage and resolve members' issues, ensuring a secure and efficient resolution Embrace and implement the tactics and techniques provided by leadership during coaching/ training sessions in order to achieve desired goals Adhere to the companies Quality Assurance program and the associated policies Collaborate with team leads and management to enhance the verification process Stay updated on company policies, procedures, and industry regulations Education and Experience: High school diploma or equivalent required At least one year of experience in customer support role preferably in a contact center environment Proficiency in using Mac and/PC platforms for daily operations Proficiency in using video conferencing software like Zoom Proficiency in using Google Suite Proficiency in using ticketing software like Zendesk Required Skills & Competencies: Excellent written and verbal communication skills Excellent interpersonal skills and capable of de-escalating conflict Consistently demonstrates punctuality and reliability in attendance Ability and willingness to work in-office five days per week Ability to handle sensitive information with confidentiality Ability to thrive in a fast-paced environment when there are changing priorities Ability to be a team player with a strong, self-managing work ethic Ability to be a self-starter with a passion for learning and continuous improvement Physical Requirements: Prolonged periods sitting at a desk and working on a computer What We Offer: Full-Time Hours: 40 hours per week schedule, with overtime opportunities! Our Contact Center is a 24/7 operation, we have multiple shifts to choose from Competitive salary and benefits package Shift differential for nights and overnights Medical, Dental, and Vision Insurance Eligible for 15 days of accrued Paid Time Off annually Paid training and ongoing professional development ID.me applicants must be able to pass a background check including: criminal background and a review of credit reports (not credit scores).

We are looking for an experienced Bilingual Customer Service Representitive to join our team at Bequest Asset Management - New Day Collections. New Day collects on 3rd party debt. Our ideal Bilingual Customer Service Representitive should exhibit professionalism and trustworthiness, have excellent communication and negotiation skills, as well as the ability to work independently. Our values include Commitment, Perseverance, Teamwork, Integrity and Results This is not a remote role. You will be onsite 5 days a week. LOCAL CANDIDATES ONLY. Responsibilities include but not limited to: Make the necessary number of connections with borrowers to collect against quarter goals Spend 6 hours per day on the dialer performing outbound calls, emailing or texting borrowers Daily documentation of all account status records and collection efforts in our CRM system Propose and discuss payment options including payment in full, settlements and payment plans with borrowers Submit and execute payments in our CRM system. Provide accurate daily reporting on all collection activity Administration tasks related to payments and payment arrangement. Skills & Qualification Requirement: Fluent in Spanish High energy Strong administration and computer skills Able to handle a high volume of tasks Strong attention to detail Problem solver Skilled in negotiation Proven experience as a Customer Service Rep or similar role Knowledge of billing procedures and collection techniques Familiarity with laws related to debt collection High school diploma: Associate/Bachelor degree is a plus Perks & Benefits 100% employer paid medical benefits Dental and Vision PTO Become part of an amazing team Base compensation + generous quarterly bonus structure Benefits: Dental insurance Health insurance Paid time off Vision insurance

Hi, Please find one of the urgent jobs opening and send across your updated resume if you are available. - Call Center Customer Service Representative Responsibilities · Handle inbound service inquiries relating to Variable Annuity and Variable Life insurance products, varying from general questions, such as providing policy information, values, how to process transactions for withdrawals, loans, fund transfers, etc. to complex service requests. A typical day would be to respond to approximately 30+ inbound calls per day. · Collaborate with other operation departments to complete customer requests as needed to provide a first call resolution and positive customer experience. · Consistently meet and exceed goals relating to quality, productivity, and net promoter score metrics. · Work in a fast pace, structured environment. Thanks & Regards, Disha Ranjan Talent Acquisition Group-North America Tata Consultancy Services Limited Mailto: ********************

Are you passionate about building relationships and helping clients achieve their goals? Do you thrive in a role where your work directly impacts customer satisfaction and business success? If you're ready to take your career to the next level, we want you as our next Client Success Associate! In this role, you'll be the trusted partner for our clients, ensuring they get the most out of our products and services. Your ability to listen, problem-solve, and deliver exceptional support will make you a key player in our success. What You'll Do: Build and nurture relationships with clients, understanding their needs and goals. Proactively guide clients on how to use our products and services to achieve success. Address client concerns and troubleshoot issues with speed and care. Monitor client accounts to identify opportunities for growth and improvement. Collaborate with internal teams to ensure a seamless client experience. What We're Looking For: A client-first mindset with a passion for helping others succeed. Strong communication and interpersonal skills, with a knack for building trust. A problem-solving attitude and the ability to think on your feet. Strong organizational skills and the ability to manage multiple priorities. A positive, proactive attitude and a willingness to go the extra mile. Why You'll Love This Role: You'll play a key role in driving client satisfaction and business growth. You'll work in a collaborative, supportive environment where your contributions are valued. Every day brings new challenges and opportunities to learn, grow, and make an impact. If you're ready to bring your passion for client success to a role where you can thrive, we want to hear from you! Apply now and let's achieve great things together.

We are looking for a Licensed Insurance Agent / Customer Service Representative who will manage a portion of our existing client base, provide outstanding customer service, and contribute to new business growth. This role is ideal for a proactive individual who enjoys building client relationships, handling policy servicing, and identifying opportunities for cross-selling. Key Responsibilities: Manage and service a designated portion of our existing client base. Handle inbound customer inquiries, including policy renewals, coverage questions, and re-quoting requests. Assist with quoting and writing new business in addition to servicing existing policies. Cross-sell additional policies where appropriate. Utilize various insurance systems, including HawkSoft (management system), QuoteRUSH, and EZLynx for quoting and processing policies. Maintain accurate client records and ensure compliance with agency policies. Qualifications: Florida 220 or 2044 Insurance License (Required). Minimum of 3 years of customer service experience in insurance. Strong communication skills and ability to manage a high volume of client interactions. Proficiency in Microsoft Office and ability to quickly learn industry-specific software. Ability to multi-task, work collaboratively as part of a team, and maintain a professional, friendly demeanor. Bilingual candidates are a plus but not required.

Our client, a medical focused non-profit, is seeking a temporary Call Center Representative to support their team! About The Job: Deliver a remarkable service experience to customers for various services. Respond timely and professionally to inquiries. Troubleshoot technical issues and diagnose errors on various applications. Administer the MCAT exam, Medical School Applications (AMCAS), and the Fee Assistance Program (FAP). Other tasks as assigned. About you: 2+ years of call center experience is required; 1+ year working in a metric-based environment. Proficiency in Microsoft Word, Excel, and Outlook. Organized/detail-oriented with excellent oral/written communication, multitasking, and customer service skills. Ability to resolve basic technical issues and work independently with minimal supervision. About the Position: Pays $20/hr with a potential raise in August. 7-month contract with a potential to extend. Hours are 9am-7pm. Beacon Hill is an equal opportunity employer and individuals with disabilities and/or protected veterans are encouraged to apply. California residents: Qualified applications with arrest or conviction records will be considered for employment in accordance with the Los Angeles County Fair Chance Ordinance for Employers and the California Fair Chance Act. If you would like to complete our voluntary self-identification form, please click here or copy and paste the following link into an open window in your browser: ***************************************** Completion of this form is voluntary and will not affect your opportunity for employment, or the terms or conditions of your employment. This form will be used for reporting purposes only and will be kept separate from all other records. Company Profile: Founded by industry leaders to set a new standard in search, career placement and flexible staffing, we deliver coordinated staffing solutions with unparalleled service, a commitment to project completion and success and a passion for innovation, creativity and continuous improvement. Our niche brands offer a complete suite of staffing services to emerging growth companies and the Fortune 500 across market sectors, career specialties/disciplines and industries. Over time, office locations, specialty practice areas and service offerings will be added to address ever changing constituent needs. Learn more about Beacon Hill and our specialty divisions, Beacon Hill Associates, Beacon Hill Financial, Beacon Hill HR, Beacon Hill Legal, Beacon Hill Life Sciences and Beacon Hill Technologies by visiting ************* Benefits Information: Beacon Hill offers a robust benefit package including, but not limited to, medical, dental, vision, and federal and state leave programs as required by applicable agency regulations to those that meet eligibility. Upon successfully being hired, details will be provided related to our benefit offerings. We look forward to working with you. Beacon Hill. Employing the Future (TM)

Build You Career with Ashley Are you passionate about creating extraordinary customer experiences through data-driven marketing? Join one of the world's largest furniture manufacturers and retailers as we revolutionize how we connect with our customers! Senior CDP/CRM Marketing Specialist: On-Site, Tampa FL What Will You Do? As our Senior CDP/CRM Marketing Specialist, you'll be at the forefront of Ashley's digital marketing initiatives, orchestrating personalized customer experiences across email, SMS, mobile app, and push notifications. This role is perfect for a marketing technologist who loves solving complex challenges and driving measurable results. Ability to adapt to a fast paced, evolving retail environment with a positive attitude. Lead Marketing Automation Initiatives: Architect and optimize customer journeys across multiple channels using advanced marketing automation platforms Drive Innovation: Design and implement sophisticated audience segmentation strategies that power personalized customer experiences Technical Leadership: Create and maintain custom templates using HTML, CSS, and Liquid Scripting Analytics & Optimization: Leverage Google Analytics and Looker to derive insights and optimize campaign performance Project Management: Own the marketing technology project backlog and coordinate cross-functional initiatives Team Leadership: Mentor and guide an offshore team member while collaborating with our 30-person marketing department What Do You Need? 3+ years of experience in marketing technology/automation Strong expertise in CRM tools, customer data platforms, and complex audience segmentation Proficiency in HTML, CSS, Liquid Scripting, Google Analytics, and Looker Experience with the platform Zeta Global, preferred not required Bachelor's degree or equivalent work experience Retail experience preferred, but not required Excellent problem-solving skills and ability to thrive in a fast-paced environment Experience managing cross-functional projects and stakeholder relationships Why Ashley? Impact: Your work will directly influence millions of customer interactions and drive revenue for a global leader Innovation: Be part of a digital transformation journey at a company that combines century-old tradition with cutting-edge technology Growth: Work with modern marketing tech stack and develop your skills across multiple channels and platforms Location: Join our vibrant team in the heart of historic Ybor City, Tampa Culture: Experience our collaborative, family-oriented culture that values innovation and personal growth The Team You'll report to our Marketing Director and work alongside passionate marketing professionals who are reshaping the future of retail marketing. Our Ybor City office offers a dynamic, collaborative environment where creativity meets technology Benefits We Offer Health, Dental, Vision, Employee Assistance Program Paid Vacation, Holidays, and Your Birthday off Generous Employee Discount on home furnishings Professional Development Opportunities Ashley Wellness Centers (location specific) and Medical Tourism Telehealth 401(k) and Profit Sharing Life Insurance Our Core Values Honesty & Integrity Passion, Drive, Discipline Continuous Improvement/Operational Excellence Dirty Fingernail Growth Focused To learn more about Ashley Furniture, our community engagement programs, environmental stewardship, and our core values, please visit our Corporate Social Responsibility information page: Corporate Social Responsibility ******************************************************************************** We are an equal opportunity employer and provide a drug-free working environment. While Ashley appreciates the interest of all candidates only those meeting specific position requirements may be contacted. Principals Only. Search Firm Representatives Please Read Carefully: Ashley Furniture Industries, LLC, is not accepting unsolicited assistance from search firms for this employment opportunity unless an agreement is in place. Please, no phone calls or emails. All resumes submitted by search firms to any employee at Ashley Furniture via email, the Internet or in any form and/or method without a valid search agreement in place for this position will be deemed the sole property of Ashley Furniture. No fee will be paid in the event the candidate is hired by Ashley Furniture as a result of the referral or through other means.

The Customer Service Representative is responsible for providing exceptional phone-based support to insured customers, agents, and internal company personnel. This role involves processing policy-level transactions (such as cancellations and policy changes) within the assigned authority and ensuring a first-class customer service experience. The representative will also participate in team projects as needed. Key Responsibilities: Process customer requests accurately and efficiently in accordance with company policies. Identify situations that require escalation or transfer to another department. Provide knowledgeable responses to customer inquiries regarding products, policies, and procedures. Actively listen to customer concerns, demonstrating empathy and professionalism. Read, analyze, and interpret policies, procedures, and other relevant documents. Stay updated on marketing campaigns to address related inquiries effectively. Identify and report discrepancies in procedures and policy details to management. Solve practical problems and adapt to various situations. Follow written, oral, or diagram-based instructions as required. Perform additional duties as assigned. Qualifications & Skills: High school diploma or equivalent; some college coursework in business or insurance is preferred. 1+ years of related customer service experience, preferably in an insurance agency. Proficiency in Microsoft Office Suite (Word, Excel, Outlook). Strong attention to detail and problem-solving skills. Excellent communication, organizational, and teamwork skills. Ability to adapt to a changing business environment with minimal supervision. Flexibility to work various shifts supporting multiple time zones. Licensing & Certifications: Preferred: 4-40, 2-20, or Property & Casualty (P&C) insurance license.

Are you tired of working for someone who doesn't keep their promises? Do you sometimes worry that the customer's you acquire for your company are not appreciated and treated as well as they should be? Would you like to work with someone who values and respects both quality and integrity as much as you do? Company Description Pavers, Palms, and Paradise is a family-owned business rooted in Sarasota and Bradenton. We specialize in high-quality, attractive outdoor living spaces, including patios, driveways, and pool decks, combining expert craftsmanship with personalized service. We've helped thousands of homeowners achieve their outdoor living goals, and we want to help thousands more. Join a local, growing company, and help build your community, literally, by connecting clients with some of the best service providers in the industry. Role Description We're searching for a positive, self-disciplined, and enthusiastic people-person to join our team. We'll provide resources and training for product knowledge and sales processes to help you win. All you need to start is a vehicle, a phone, a good attitude, time, energy, and the willingness to learn. This is a hybrid role for a Sales And Service Specialist at Pavers Palms Paradise in Sarasota, FL, with a combination of on-site and remote work. The Sales And Service Specialist will be responsible for day-to-day sales activities and providing excellent customer service to clients. Other helpful details: this a trades/contractor based business, any experience in construction will likely have transferable knowledge and skills - this is welcome, but not required. This is a commission based position - make as much as you want - the sky is the limit. (The pay listed is based on typical performance.) This a self managed position with schedule flexibility. We are a tight knit team, you will be working in close relationship with the owner and the service providers to ensure the best experience for our customers. Qualifications Excellent communication and interpersonal skills Proven track record in sales and customer service Strong problem-solving abilities Ability to work well independently and in a team Proficiency in CRM software Previous experience in a similar role is useful (not required)

BodyHealth is a rapidly growing Nutritional Supplement company based in Dunedin Florida In customer service, our Customer Service Representatives are split into two groups. There is Customer Delight who help with customers on the phone and Customer Engagement who help customers that chat, comment, like or otherwise engage with us on Facebook, Facebook ads, Instagram or other social media platforms. We engage with everybody! And because we have been growing so much, there are more and more customers to help. The right candidate for this position will already have an interest in areas such as nutrition, physical health, exercise, or related subjects, aligning with the passions and activities of our customers whom we support through our products. This role requires an individual who is comfortable handling a high volume of phone calls, similar to a call center, though it is not a traditional call center role. Strong communication skills and confidence on the phone are essential for success in this position. The training period for this role is 2-3 weeks due to the large amount of product knowledge there is to learn, so it is vital that you enjoy learning new things about nutrition and health. Reports to This position would report directly to the Customer Service Manager. What you will be responsible for Answering incoming calls. Checking on shipping status of orders and relaying that information to customers. Answering questions about our products, often requiring detailed product knowledge. Helping customers to process orders on our website. Provide helpful and friendly answers to customer questions. Help with returns or customer service issues. Coordinate with sales and the warehouse teams to solve customer issues. Who you are Have experience in customer service (retail preferred). You are a quick learner and can absorb and retain a large amount of product information. Your verbal and written communications skills need to be exceptional. You must be comfortable working with phones and computers. You have a lot of positive energy and are able to readily transfer your enthusiasm to the team. You are very friendly and maintain a positive working atmosphere. Take initiative and proactively look for and suggest improvements. Physical Requirements Prolonged periods of sitting at a desk, working on a computer Typing at a keyboard Speaking and hearing people over the phone Reaching overhead Salary and benefits Full Time. Medical, Dental and Vision Insurance. PTO and Sick Days after 60 days. 10 Paid Holidays Casual Dress Code Discounts on entire line of BodyHealth Supplements. Expected hours: 40 per week Pay and Benefits: Dental insurance Health insurance Paid time off Vision insurance

Independent investment firm, AGW Capital Advisors, is adding a new experienced client relations associate to its growing team. The ideal candidate will be an all-in team player, passionate about solving problems, detail-oriented, and hungry for a new challenge. Please send your resume to ******************* with a cover letter describing how your goals and experiences align with this position. This is a full time, in office, position so please only apply if in the Tampa Bay area and looking for in person work. Compensation negotiable based on experience. General responsibilities · Support investment consulting team. · Communicate with clients, colleagues, and vendors daily by phone, email and other means in a professional, polite, and effective manner. · Utilize various software and online tools to complete tasks and gather information for clients and colleagues. · Facilitate meetings in conjunction with consulting team, where appropriate, for clients and other visitors with a spirit of hospitality and welcome. · Lean in and care about clients and colleagues such that anticipating and seeking solutions for their needs and concerns is second nature. · Work with various custodians to open and maintain client accounts. Job requirements · Bachelor's degree. · 3-5 years experience in the financial services industry preferred. · Outstanding customer service skills. · Detail oriented and dependable. · Demonstrated ability to handle multiple tasks. · Strong verbal and written communication abilities. · Effective time management, organizational, and analytical skills. · Problem solver with proficiency in gathering and analyzing data and preparing reports. · Team player with strong interpersonal skills and a positive attitude. · Interest in the economy and capital markets. · Advanced skills in Microsoft office and database management software. · Series 65 license preferred (required within 12 months). About AGW Of all the investments we make at AGW, the most important thing we invest in is our people. As an independent, employee-owned capital advisory firm, everyone who works at AGW has a seat at the table and a hand in our success. We empower our teams with industry-leading resources in research, strategy and technology, and support continued development through financial certifications and leadership opportunities. Located in one of the fastest-growing markets in the U.S., our Tampa firm serves 135+ private, corporate and institutional clients with total assets over $3.5B. Learn more at agwcapital.com. Notes Employees must complete the Code of Ethics and Privacy Policy initially upon employment, and as an ongoing condition of employment. A background check/drug screen is a condition of employment and is to be completed prior to the first day of employment, and when requested subsequently. Agreeing to an Invention, Non-Disclosure, and Non-Solicitation Agreement is a requirement for employment. Any offer for employment is on an “at-will” basis. Both you or AGW can terminate your employment at any time with or without cause, in which case you will be entitled to only the base salary earned through the date of termination.

Star Mountain is a rapidly growing, specialized private investment firm focused on the large and less competitive lower middle-market (“LMM”), comprised of businesses that generally have between $5 million and $50 million in annual EBITDA. The Firm employs three complementary strategies: (i) private credit, (ii) private equity and (iii) secondary credit and PE fund investing, all focused within the U.S. LMM. The Firm's track record, business model, growth trajectory and award-winning culture provide compelling career opportunities for driven and talented individuals. Culture is a core principle which includes long-term alignment of interest with 100% of U.S. employees participating in investment profits. The Firm has over $4 billion in assets under management (committed capital including debt facilities as of 7/31/24) and expects strong continued growth based on its performance, distinctive investment approach and its diversified investor base of domestic and global institutions (including public pensions, corporate pensions, insurance companies, commercial banks, endowments, foundations and family offices) and individuals. Star Mountain values team players with positive, solutions-based attitudes complemented by a strong work ethic and is heavily committed to long-term training and career development. The Firm is employee-owned with material long-term wealth creation opportunity for dedicated, entrepreneurial professionals. Dynamic team of over 100 full-time people and 40+ Senior Advisors / Operating Partners. The senior team has over 500 years of collective investment experience including prior leadership experience at Blackstone / GSO, Fortress, Goldman Sachs, Citigroup, J.P. Morgan and Merrill Lynch. For the last five consecutive years, Star Mountain has been recognized as one of the Best Places to Work by both Crain's and Pensions & Investments. Position Description: We are seeking a highly professional Client Services Associate to work as part of our Investor Relations team to support our growing investor base. In this role, you will be one of the primary points of contact for our valued investors after their initial investment commitment. You will be responsible for managing all post-transaction activities, ensuring seamless and prompt communication, and fostering strong relationships with our investor base. Job Responsibilities: Manage the execution of subscription agreements, capital call notifications, transfer documentation. Facilitate collection and verification of required investor documents. Coordinate with Financial Operations Team and Legal and Compliance Team to ensure timely and accurate transaction processing. Deliver unparalleled client service with emphasis on warmth, professional, and timely communication via phone and email. Address investor inquiries via email or phone. Address investor concerns and feedback, providing clear explanations in a professional manner. Gather relevant information from internal teams to efficiently resolve investor issues. Track all investor documents and transactions in a secure and organized manner. Participate in investor events and specific meetings to strengthen existing relationships and develop new ones. Proactively communicate information and updates to investors to keep them informed and engaged. Work with team on periodic outreach to understand investor needs and expectations. Required Qualifications: Bachelor's Degree preferred 4 years in working experience preferably working in financial services, investment management, investment banking, private equity or other professional setting. Strong sense of ownership and pride in work, firm, and culture. Highly organized, detailed oriented, quick learner and strong experience working in CRM and Outlook software. Positive attitude towards work and team. Exceptional communication skills, both written and verbal. Exceptional focus on client services and interpersonal relationship building. Ability to time manage and think critically about priorities given competing deadlines. Time: Immediate. Location: Tampa, Florida. Office Model: Star Mountain Capital's work model is designed to be in-office with a focus on team collaboration and apprenticeship style learning that connects our employees on many levels. Our team aligns to this model to increase meaningful moments that are not replicated in a remote experience. Employees who join our organization can count on this model to accelerate your onboarding, learning, and integration into the firm. Compensation: The exact salary will be determined based on the candidate's qualifications, experience, and performance during the selection process. Employees are eligible for an annual discretionary bonus and other economics. Total compensation may vary by role, location, department, and individual performance. The firm is 100% employee owned providing for material economic wealth creation opportunity. Benefits: Star Mountain Capital is committed to a healthy and engaged workforce. Our benefits are constantly evolving to support our employees' needs today and in the future. We offer a highly competitive medical, dental, and vision package. Select other benefits include: 50% coverage on monthly gym memberships, a cell phone stipend, tuition support of job-related designations and learning and development opportunities, and other bespoke benefits. Interview Process Thank you for your interest in a role at Star Mountain Capital. Please note that due to the high volume of applications we receive, we may not be able to respond to each one individually. If your resume is a match for the role you've applied for or other potential opportunities, we will reach to start the conversation. If you do not hear from us immediately, please understand that we are carefully reviewing all applications and will keep your resume on file for future opportunities that align with your experience and qualifications. Please submit your resume through LinkedIn and if you would like to include additional information, such as a cover letter, previous projects, transcripts or references, you may submit this to ******************************* with the subject line: “Client Services Associate - Tampa, Florida - [Your Name]". Investing in the Growth Engine of America Note: Detailed award eligibility requirements for Crain's can be found here and for Pensions & Investments here. Investing in the Growth Engine of America ***************************

7205 30th Avenue North, Saint Petersburg FL 33710 Job Title: Customer Service Lead Purpose: Health and Beauty Manufacturing (HBM) is searching for a full time Customer Service Lead in St Petersburg, FL. HBM is a local, FDA-Registered, business in the nutritional and personal care manufacturing industry. The Customer Service Lead is responsible to ensure that Health & Beauty Manufacturing is providing its customers with the best possible service in meeting their contract manufacturing and packaging needs. They will work with their assigned customers and the other areas of the company (Quality, Production, Sales, Manufacturing, and Packaging) to communicate with clients of their project and order status as well as guide client communication throughout the company. This position is also responsible for being the main communications link between the customer and HBM. Finally, the Customer Service Lead is responsible for planning and guidance of new projects with the team of Business Development. POSITION RESPONSIBILITIES Responsibilities: ● Must have detailed knowledge of all aspects of their customer's business. ● Maintain Follow-Up files on all Customer Service issues relating to their customers. ● Administer all systems aspects of their customer's projects including entering of Quotations and Sales Orders, Part Numbers, Bills of Materials, Formula, Pricing, etc. ● Communicate customer requirements to the rest of the organization via email, written communication, and pre, prior, and post-production meetings. ● Keep the Management team up to date on progress of their accounts via scheduled weekly meetings. ● Issue a summary report to their customers outlining the status of their orders in the agreed upon timeframe via email and scheduled Google meetings with clients. ● Report at weekly Project Summary Meeting on status of their accounts. ● Maintenance of customer files and CRM data for customers ● Research and solve Customer Service problems, proactively initiate assistance when necessary, and track progress until final resolution is achieved. QUALIFICATIONS ● Must have a BA or BS Degree or equivalent experience. ● Knowledge/familiarity of software packages such as Google Suite programs. ● Detail oriented ● Fluency in written and spoken English. ● Three (3) years related experience and/or training or equivalent combination of education and experience. ● Ability to read, analyze and interpret Customer specifications, orders, reports and correspondence. ● Ability to write reports, business correspondence and meeting agendas. ● Ability to effectively present information and respond to questions from Customers and HBM employees. ● Ability to use common sense to carryout instructions, furnished in written, oral or diagram form. ● Must consistently present a professional appearance. ● Ability to type and use all forms of office equipment. ● Ability to maintain working and archived files in an organized manner. ● Ability to work independently and maintain order. ● Ability to receive, synthesize, organize and communicate action plans for many different activities at the same time. ● Ability to initiate, pursue resolution, and report follow-up to concerns regarding an individual order status or customer standing. ● Possess experience using personal computers and mainframe operating systems. Physical setting: ● Office ● Job Available to Start Immediately Schedule: ● Monday to Friday ● 8:00 am - 4:00 pm ● 2 weeks/year and company observed holidays Benefits: ● PTO ● Bonus Opportunities The information on this job description is designed to present the major responsibilities and duties necessary to achieve the jobs end results. It is not intended to be a comprehensive list of all duties, responsibilities and qualifications.

(Customer Service & Sales) Tampa, FL Full Time | Immediate Start Are you ready to take your customer service, retail, or hospitality experience to the next level? If you're looking for a role with better pay, consistent hours, and significant career growth, we'd love to connect with you! We're actively seeking enthusiastic and customer-focused individuals who can start immediately. If you're passionate about providing exceptional service and eager to expand your skills in a more professional setting, this could be the perfect opportunity for you! What You'll Do: Receive full training and on-the-job support to get started quickly. Engage with customers, answer their questions, and offer tailored solutions. Contribute to new customer acquisition efforts and help drive business growth. This Role Could Be a Great Fit If: You're ready to expand your skill set and work alongside a positive, like-minded team. You're looking to apply your experience in a position with real growth potential. You want to be rewarded based on your performance, not tenure or office politics. You're excited about potential travel opportunities across the U.S. and beyond. You're driven to grow personally and professionally in a supportive environment. Key Responsibilities: Engage with customers in person, initiate conversations, and provide information about products and services. Answer customer questions, resolve issues, and offer personalized solutions. Assist in acquiring new customers through face-to-face interactions and other channels. Collaborate with the sales team to support business growth objectives. Maintain a positive and professional attitude in all customer interactions. Perks & Incentives: We go above and beyond to motivate and reward their team members, offering: Public recognition, awards, and accolades. Monetary bonuses. Tickets to top events like concerts and sports games. Fine dining experiences and social outings. Local adventures, seasonal activities, and more. Travel rewards, memberships, and exclusive subscriptions. Apply Today: We're eager to meet candidates who can start soon! If you're local to Tampa, FL and able to commute for this on-site position, please apply online with your resume.

TalentWealth Recruiting, a boutique financial services recruiting firm is recruiting for an exciting opportunity. An independent financial advisory practice in Tampa, FL is looking to add a Senior Registered Client Service Associate to their five-person team. This person would provide excellent client service while helping to run the practice from an operational perspective. This practice offers competitive compensation and benefits. • Serve as primary contact in performing a wide range of financial planning duties for both new and existing clients, including: retirement modeling, risk management/insurance analysis, educational modeling, reviews of estate plan documents (with assistance), reviews of tax situation and other applicable financial planning topics. Work closely with other members of the planning team to collect and analyze data. Prepare account paperwork for opening new accounts to include: o Assemble materials for participant enrollment and education. o Facilitate completion of all client applications and transfer documents. o Conduct client paperwork signing meetings with clients. Work within a defined system where client contact is made on a scheduled, proactive basis: Serve in managing client contacts, preparing agendas, organizing plans for client review meetings, and providing appropriate follow-up Coordinate all aspects of client plan presentations, including insuring that all research and data gathering is complete, and presentation materials are prepared in a timely fashion Participate in both client meetings and in the presentation of comprehensive financial plans Compose and generate correspondence and client documents, including spreadsheets and reports • Participate in portfolio review & design/monitoring process and work in collaboration with the team to manage cash flow, tax issues, etc. associated with client portiolios, as well as enter trades as needed. • Research planning and investment ideas. • Participate in new client relationship development; develop business leads for the firm through client referral conversations, individual/business or industry networking. • Review investment and trading issues, as needed. • Prepare and present concise financial planning summaries to prospective clients; provide relationship management for opportunities that are developed. • Be prepared in attire and personality to engage, professionally greet, and assist visitors in support of other team member; help to ensure that all clients are made to feel welcome and that all visits are handled with the utmost professionalism. • Be familiar with insurance products, including annuities and long term care. Tampa Capital Group, LLC d/b/a LPL Financial Job Description Client Services Associate KNOWLEDGE, SKILLS, EDUCATION, EXPERIENCE • Proficiency in Word, Excel, PowerPoint, CRM software • Working Knowledge of a variety of investment tools. • Excellent verbal and written communication skills. • Self-starter, energetic, assertive. • Mastery of all aspects of financial planning and investment management; excellent analytical skills and attention to detail. • Ability to view financial planning holistically and to incorporate the various planning disciplines (retirement, tax estate, insurance, education, philanthropic, etc.) into client communication. • Strong technical capabilties in the various areas of an integrated planning platform. • Minimum of intermediate skills with MS Office as well as financial planning and securities balancing software. • Demonstrated client-centric skills including a strong customer service orientation in addition to excellent oral/written listening and presentation skills. • Commitment to strong values, the highest ethical behavior, strong team orientation, organization skills, results orientation, creativity, flexibility, ability to handle numerous projects simultaneously, and a positive attitude. • Able to project a professional image of oneself and the firm to clients. • Bachelor's degree required from an accredited college or university. • Minimum 2-3 years financial planning or investment advisory experience, with demonstrated ability to develop and manage plans and serve as the lead relationship management role for a group of clients. • CFP designation required for providing financial planning advice. • Series 7 and 65 or equivalent required. • Life/Health Insurance License.

Job Title: Client Service Associate Experience:Entry Level Employment Type: Full Time/Hourly (40 hours a week) Industry: Financial Services Salary: $22 - $24 per hour About IFP: Independent Financial Partners (IFP) is a Broker Dealer and Investment Advisor located in Tampa, Florida. IFP is a multi-custodial full-service Broker Dealer focused on delivering personalized, concierge-level service to our advisors nationwide who specialize in wealth management and retirement plan consulting. Founded in 2000 by CEO William Hamm, Jr., CFA, CFP , CLU , IFP is a privately-held, family-owned firm, and our mission is to improve the lives of our advisors and their clients; we aim to provide the tools and support needed for our advisors to maintain and grow their practices, including forward thinking compliance services, the industry's most innovative technology, multi-faceted back office support, and a commitment to continuously improving our value proposition. Job Overview: We are seeking a highly motivated and detail-oriented Client Service Associate (Virtual Admin) to join our team. This position is integral to delivering exceptional client experiences by providing administrative support to our Financial Advisors. The ideal candidate will possess strong organizational and time management skills, advanced computer proficiency, and a background in financial services. Key Responsibilities: Provide administrative support to Financial Advisors, including operational platform assistance for custodians and TPAMs. Manage account openings, transfers, and money movements. Process annuity order entries and alternative investment transactions. Resolve notification/NIGO issues on submissions and follow up as needed. Handle marketing submissions, document preparation, processing, and management. Maintain and update client information in the CRM database. Schedule and confirm client appointments, ensuring proper communication. Answer phone calls and manage messaging services in accordance with firm guidelines. Prepare for client meetings by assembling necessary paperwork and generating reports. Support post-meeting follow-up to ensure completion of any outstanding actions. Process and submit all account paperwork/requests, utilizing paperless procedures (including eSignature) when possible. Qualifications & Skills: 2+ years of experience in the financial services industry with a solid understanding of broker/dealer operations and financial products. Advanced proficiency in Microsoft Office Suite (Outlook, Word, Excel, PowerPoint). Exceptional time management and organizational skills, with the ability to handle multiple tasks and work independently. Strong verbal and written communication skills. Ability to build and maintain relationships with clients and internal teams, with the capability to influence others without direct control. Previous experience in the independent financial services industry is preferred. Education & Certifications: Bachelor's degree in a business-related field preferred. Series 7 and 65/66 licenses preferred, or the ability to obtain them. If you are a dedicated and organized professional with a passion for client service and financial operations, we encourage you to apply and join our team!

Talented Psychic and Tarot readers on a professional 800 Phone line positions available. Yearly raises, no hold times and plenty of growth. Must pass test. Only series replies.