Service Advisor Jobs in Florida

- 7,274 Jobs
  • Customer Service Representative

    Ross Stores 4.3company rating

    Service Advisor Job In Clearwater, FL

    Our values start with our people, join a team that values you! We are the nations largest off-price retailer with over 2,000 stores, and a strong track record of success and growth. Our focus has always been bringing our customers a constant stream of high-quality brands and on-trend merchandise at extraordinary savings. All while providing a fun and exciting treasure hunt experience. As part of our team, you will experience: Success. Our winning team pursues excellence while learning and evolving Career growth. We develop industry leading talent because Ross grows when our people grow Teamwork. We work together to solve the hard problems and find the right solution Our commitment to Diversity, Equality & Inclusion, and our community. We celebrate the backgrounds, identities, and ideas of those who work and shop with us because our differences make us stronger. We strive to be a positive force in our community. Our Corporate headquarters are in Dublin, CA, we have 3 buying offices in key markets in New York City, Los Angeles, and Boston, and 8 distribution centers nationwide. With 2023 revenues of $20.4 billion, we are a Fortune 500 company who is committed to providing an inclusive work environment with continuous learning opportunities and development for our teams. GENERAL PURPOSE: The Retail Associate is responsible for ensuring our Customers have a positive shopping experience. The Associate makes eye contact, smiles, and greets all Customers in a courteous and friendly manner, treats fellow Associates with respect, efficiently follows all company best practice standards as outlined in all work centers, maintains a clean work area at all times, and ensures proper merchandise presentation. The Retail Associate is expected to be engaged in these tasks as assigned during all working hours and will be expected to perform a range of functions in all areas of the Store as business needs require. The Associate may be requested to perform additional tasks in specific situations, if performance of these tasks will help achieve our Customer service and operational goals. ESSENTIAL FUNCTIONS: Understands that safety is the number one priority and practices safe behaviors in everything they do. Maintains a high level of awareness on the sales floor to create a safe and secure shopping environment for everyone. Maintains clutter free, clear egress to emergency exits. Immediately corrects or reports any unsafe conditions or practices to Store Leadership. Treats all Customers and Associates with respect and courtesy; is friendly and professional at all times. Recognizes fellow Associates using Company recognition programs. Assists Customers in any way necessary - is register-trained, assists Customers with merchandise, and answers Customer questions in a polite and knowledgeable manner. Greets all Customers by making eye contact, smiling and saying "hello" throughout the Store as well as saying "thank you" with every register transaction. Provides prompt and efficient responses to Customers at all times. Responds to Customer Service calls immediately. Handles all Customer issues in a courteous and helpful way, calling a member of the Store Leadership when needed. Represents and supports the Company brand at all times. Performs cleaning tasks such as sweeping, mopping, dusting, wiping counters and mirrors, replenishing restroom supplies, and disinfecting high-touch areas including the front-end, sales floor and restrooms to help maintain merchandise, customer and Team areas. Maintains a professional appearance and adheres to the Company's dress code at all times. Performs cleaning tasks such as sweeping, mopping, dusting, wiping counters and mirrors, and replenishing restroom supplies to help maintain merchandise, customer and Team areas. Performs daily assigned sizing and recovery per company best practice to ensure a neat, clean and organized store that is well-maintained and efficiently merchandised to standards. Expedites newly received merchandise receipts to the sales floor with a sense of urgency, merchandising all items per company best practice to the monthly presentation guidelines and maintaining merchandise/brand name familiarity within departments to assist Customers. Understands the Loss Prevention Awareness program, the Shortage Highway, the Store Protection Specialist (SPS) position (where applicable), and merchandise protection standards. As a representative of Ross Inc., demonstrates integrity and honesty in all interactions with Associates and Customers. Safeguards confidential information, cash and credit card information, and merchandise. Follows all Mark-Out-of-Stock (MOS) policies, including the identification of MOS merchandise, proper processing of each piece and the notification of Store Leadership to review and approve all disposals. Follows all policies and procedures concerning cash, check, charge card and refund transactions, voids and offline procedures. Maintains a high level of awareness and accuracy when handling bankable tenders. Demonstrates a sense of urgency to efficiently perform their role. Maximizes productivity by executing all Store best practices and minimizing steps and touches in their work flow. COMPETENCIES: Manages Work Processes Business Acumen Plans, Aligns & Prioritizes Builds Talent Collaborates Leading by Example Communicates Effectively Ensures Accountability & Execution QUALIFICATIONS AND SPECIAL SKILLS REQUIRED: Effectively communicate with Customers, Associates and Store Leadership in a friendly, respectful, cooperative and pleasant manner. Ability to perform basic mathematical calculations commonly used in retail environments. PHYSICAL REQUIREMENTS/ADA: Ability to use all Store equipment, including PDTs, registers and PC as required. Ability to spend up to 100% of working time standing, walking, and moving around the Store. Ability to regularly bend at the waist, squat, kneel, climb, carry, reach, and stoop. Ability to occasionally push, pull and lift more than 25 pounds. Ability to use janitorial equipment, rolling racks, ladders and other assigned supplies. Certain assignments may require other qualifications and skills. Associates who work Stockroom shifts: Ability to regularly push, pull and lift more than 20 pounds. SUPERVISORY RESPONSIBILITIES: None DISCLAIMER This job description is a summary of the primary duties and responsibilities of the job and position. It is not intended to be a comprehensive or all-inclusive listing of duties and responsibilities. Contents are subject to change at management's discretion. Ross is an equal employment opportunity employer. We consider individuals for employment or promotion according to their skills, abilities and experience. We believe that it is an essential part of the Company's overall commitment to attract, hire and develop a strong, talented and diverse workforce. Ross is committed to complying with all applicable laws prohibiting discrimination based on race, color, religious creed, age, national origin, ancestry, physical, mental or developmental disability, sex (which includes pregnancy, childbirth, breastfeeding and medical conditions related to pregnancy, childbirth or breastfeeding), veteran status, military status, marital or registered domestic partnership status, medical condition (including cancer or genetic characteristics), genetic information, gender, gender identity, gender expression, sexual orientation, as well as any other category protected by federal, state or local laws.RequiredPreferredJob Industries Retail
    $25k-29k yearly est. 60d+ ago
  • Service Advisor

    Mercedes-Benz of Bonita Springs & Mercedes-Benz of Naples

    Service Advisor Job In Naples, FL

    Full Job Description IMMEDIATE OPENING Seeking experienced Luxury Line Service Advisor for our state-of-the-art service facilities. Candidates must display excellent customer relations and communication skills, strong focus on quality and customer satisfaction, Reynolds & Reynolds experience a plus but not necessary. Salary to be discussed in person. Job Type: Full-time Benefits: 401(k) Dental insurance Health insurance Paid time off Vision insurance Day range: Monday to Friday Weekend availability Shift: Day shift Work Location: Two Locations Job Type: Full-time Pay: $75,000.00 - $125,000.00 per year Benefits: 401(k) 401(k) matching Dental insurance Employee discount Health insurance Life insurance Paid time off Vision insurance Shift: Day shift Work Days: Monday to Friday Rotating weekends Weekends as needed Ability to commute/relocate: Naples, FL 34104: Reliably commute or planning to relocate before starting work (Required) License/Certification: Driver's License (Required) Work Location: In person
    $36k-65k yearly est. 23d ago
  • Client Services Associate

    Insight Global

    Service Advisor Job In Lake Mary, FL

    Title: Client Services Officer Company: Reputable Financial Services Organization Pay Rate: $22/HR Duration: 6 month contract to hire Environment: Hybrid, 3 days a week onsite Required Skills & Experience • 1+ years of experience within clients services from banking • Experience working with wire payments, ACH payments, etc. • Ability to collaborate in meetings and provide strong communication • Strong customer service skills - willing to chase down answers and find solutions for their client • Microsoft Office (specifically Excel) Nice to Have Skills & Experience • FX experience knowledge • Spanish or Portuguese speaking • CRM experience (specifically Microsoft Dynamics) • Bachelor's Degree Job Description One of Insight Global's top banking clients is looking for a Client Services Officer to sit on site 3 days a week in Pittsburgh, PA or Lake Mary, FL. This person will join the Client Service team within the Treasury Services department of the bank. The Client Service team supports external clients to resolve the most complex day-to-day issues and leverages the appropriate resources to resolve their inquiries. The CSO will act as the main point of contact for the client and will be responsible for client retention and de-escalating / resolving any client issues that arise via email and phone. They will also be responsible for supporting the Sr. CSO's, helping offboard clients, sitting in on client meetings, and partnering with internal teams to gain information or guidance on how to resolve client issues. This role will be fast paced and needs a candidate who is passionate about customer service, enjoys multitasking, learning operational flows of resolving client inquiries, and comfortable advocating for their clients. This person will need to be flexible working 8 hours a day between the hours of 8am - 7pm EST. Some main responsibilities may include: • Act as client service point of contact for daily inquiries and ensuring timely response by adhering to service levels for resolution; providing quality professional client experience & communication. • Identify and escalate appropriately to Senior Client Service Officer and/or Service Director, on matters requiring immediate attention • Meet Associate Client Service Officer target objectives & grade level certifications (performance, behavior, & productivity); achieve training journey requirements • Develop a firm understanding of all standards (policies/procedures) & Client Service tools/systems • Acquire and utilize knowledge of core Treasury Services product suite and associated operational flows to appropriately address client inquires Exact compensation may vary based on several factors, including skills, experience, and education. Healthcare benefit packages for this role will start on the 1st day of employment and include medical, dental, and vision insurance, financial protection benefits, as well as HSA, FSA, and DCFSA account options. 401k retirement account access is offered starting on the 90th day with employer matching after one year of service. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.
    $22 hourly 8d ago
  • Customer Service Community Gate Concierge

    Safetouch Security

    Service Advisor Job In Jacksonville, FL

    SafeTouch Security, a recognized company serving the community for over 30 years, values its employees as the cornerstone of our success. Join our team and become part of a culture dedicated to excellence and innovation. Job Summary: The Community Gate Concierge is the first point of contact for residents, visitors, and vendors entering the communities we service, handling incoming calls related to gate access, assisting residents and visitors with gate entry procedures, and ensuring smooth and seamless interactions. The ideal candidate will have excellent communication skills, a strong customer service background, and the ability to handle various administrative tasks efficiently. Duties and Responsibilities: Greet residents, guests, and vendors warmly and professionally as they enter the community. Verify and manage access permissions for residents, visitors, and service personnel. Maintain accurate records of all entries and exits. Provide clear and concise instructions to callers regarding entry procedures and community guidelines. Answer phone calls and respond to inquiries or direct them to the appropriate department. When applicable, coordinate with on-site security personnel to ensure efficient gate operations. Address and resolve resident complaints and concerns with professionalism and empathy. Follow established protocols for the entry of all visitors, guests, emergency vehicles, delivery drivers, and school buses. Monitor and report any suspicious activities or security concerns to the appropriate member(s) of leadership. As needed, perform administrative tasks such as data entry, updating records, and generating reports. Maintain knowledge of community requirements, number of gates monitored, and community preferences to provide accurate information to callers. Participate in ongoing training and professional development programs. Other duties as business needs require. Requirements: High school diploma or equivalent. Minimum of 2 years of proven experience in a call center, customer service, or similar role preferred. Work weekends and holidays when scheduled. Proficiency in Microsoft Office Suite; learn in-house software and other applications. Strong professionalism, communication, and interpersonal skills. Effective organizational and multitasking abilities. Remain calm and professional under pressure. Familiarity with security procedures and surveillance systems is preferred. Pass drug screening and background requirements. Bilingual is a plus. Physical Requirements: Remain stationary at a desk, standing, and moving from place to place for prolonged periods. Occasionally move light objects. Observe details at close range. Take notes, operate technology, and present information. Read documents and presentations using electronic devices and hard copy materials while interacting with others. Exchange accurate information in person, over the phone, in writing, and electronically. Communicate clearly and articulately during interpersonal interactions so others will understand. Work Location: Onsite at Jacksonville headquarters Job Type: Full-time, non-exempt Work Hours/Availability: Regular hours: 3:00 11 pm. Must be able to work weekends and some holidays, but will have two consecutive days off. The first two weeks of training will be from 9 am until 4 pm, Monday through Friday. Class start date: Monday, 4/21/25. Pay rate: $17/hour plus incentives Benefits: Competitive pay Comprehensive benefits package (medical, dental, vision) 401(k) and match Paid time off and holidays Opportunities for professional development and career growth SafeTouch Security is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Compensation details: 17-17 Yearly Salary PIead8039f610a-29***********9
    $17 hourly 3d ago
  • Client Engagement Associate

    H&Co 4.4company rating

    Service Advisor Job In Miami, FL

    H&CO is one of the leading professional services firms providing domestic and international accounting, tax and technology advisory services to domestic and global businesses. With a global presence, we specialize in navigating the complexities of international taxation, helping our clients optimize their cross-border transactions and comply with ever-changing regulations. The Role: The Engagement Manager will oversee between 200-400 engagements annually, acting as the primary client contact and ensuring seamless engagement execution. This role focuses on client satisfaction, retention, and operational efficiency, supported by designated accounting advisors responsible for technical accounting and tax tasks related to the engagement. Key Responsibilities: Client Relationship Management: Serve as the primary point of contact for clients, addressing inquiries and scheduling meetings. Understand and address clients' financial and service needs to ensure satisfaction and retention. Engagement Coordination: Manage the execution of 200-400 engagements annually, ensuring deadlines and quality standards are met. Collaborate with internal teams, including assigned accountants, to ensure accurate and timely delivery of services. Client Success Planning: Develop and execute Client Success Plans with scheduled proactive touchpoints to enhance engagement. Problem Resolution: Address and ensured that issues such as IRS notices and compliance matters, resolved timely. Service Knowledge and Revenue Growth: Maintain a strong understanding of the services offered to identify opportunities for additional client value. Engagement Completion and Follow-Up: Ensure engagement completion, communicate with clients upon completion, thank them for their trust, and remain available for future needs. Required Skills and Qualifications: Education and Experience: Bachelor's degree or equivalent experience in client management, business, or related fields. Experience managing multiple engagements, preferably in a client-focused environment. Technical Skills: Familiarity with basic accounting and tax principles (training will be provided). Proficiency in engagement management tools and client relationship management (CRM) software. Soft Skills: Exceptional communication and interpersonal skills to build trust and rapport with clients. Strong organizational skills with the ability to manage high volumes of engagements simultaneously. Problem-solving and critical-thinking abilities to address client concerns efficiently. Performance Metrics: Client Satisfaction: Maintain high client satisfaction ratings and retention metrics. Engagement Delivery: Ensure timely and accurate completion of all assigned engagements. Engagement and Growth: Proactively identify opportunities to enhance client relationships and deliver additional value.
    $41k-64k yearly est. 5d ago
  • Customer Service Representative

    Slagle Financial

    Service Advisor Job In Fort Myers, FL

    Client Service Representative Are you looking for an opportunity to utilize superior client service skills and work one-on-one with clients? If you enjoy developing long-term relationships, constantly challenging yourself, and providing superior client service support, we would like to talk to you! Our growing financial service firm in Fort Myers, FL is seeking to add a Client Service Representative to our team! The ideal candidate for this role will be someone who has the desire to work in the financial industry long-term and contribute to the growth of our business. Job Description: The purpose of this position is to service the existing client base with all service requests including beneficiary changes/withdrawals, incoming client service calls, database management, and client appointment preparation including updating client account summaries for their review meetings, preparing the main advisor for his/her review meetings, and preparing issued accounts for delivery. Key Skills: Strong organizational skills Excellent communication; written and verbal Attention to detail and accuracy Proactive management style and consistent follow-through Active Listening and Decision Making Minimum Requirements: Finance/associate's degree preferred Financial Industry experience preferred Experience with MS Office Suite and the ability to learn new software quickly CRM experience Responsibilities: This Client Service Administrator will be expected to have consistent follow-through with all efforts, build relationships with prospects and clients, and help prepare the Advisor for client appointments. Other daily, weekly, and monthly tasks may include: Client Service Assisting clients with overall maintenance of annuity accounts Non-financial changes, RMDs, withdrawal requests, allocations, policy renewals, etc. Filing death claims for deceased clients. Obtaining all necessary paperwork from both clients and insurance carriers; ensuring the completion of claim. Keeping databases updated with closed accounts, portfolio values, and general information. Helping clients with online registrations for accessing accounts via Orien or directly through company website. Respond to incoming and outgoing client inquiries by phone and email requests. Running annual RMD report for eligible clients; ensuring required distributions are taken. Act as liaison between clients and financial advisors when needed. Meeting with clients if necessary. Balance Sheet, completion, and Appointment Prep Assign task provided by advisor dictations to staff Administrative/ Misc. Attend educational seminars and client events Assist in training and development Back Up for client operations specialist Ensure all scheduled appointments are readily prepared for each financial advisor Database maintenance Hours M-F 9am-5pm Benefits Medical Insurance Dental Insurance Vision Insurance Short-Term Disability Long-Term Disability Basic Life Insurance 401(k) PTO Salary To be discussed by the firm Presented by Advisor Employee Services Thank you for your interest in the Client Service Representative role. Advisor Employee Services, a consulting firm located in Overland Park, Kansas, represents the top 1% of financial advisors in all 50 states in their hiring needs. Please take a moment to explore our website and the services provided. We are not a staffing firm, but together have built a reputable and continuously expanding business model which allows us to pinpoint the exact personnel needs of these established financial advisors. If you feel that you have the skills it takes for the position responsibilities listed, please apply today!
    $23k-31k yearly est. 31d ago
  • KYC Client Onboarding Consultant - Broker Dealer

    Phaxis

    Service Advisor Job In Aventura, FL

    A global financial firm is looking to hire several Client Onboarding Specialists to join their Wealth Management division, specifically supporting broker-dealer clients. In this role, you will play a crucial part in ensuring a seamless and efficient onboarding experience for new clients, while maintaining compliance with regulatory requirements. ** Bilingual in Spanish is REQUIRED ** ** This is a contract assignment and will be hybrid 3 days onsite in their Aventura office / 2 days remote ** Key Responsibilities: Guide broker-dealer clients through the onboarding process, from initial documentation to account activation. Ensure all client information, documentation, and KYC (Know Your Customer) requirements are accurately collected, verified, and processed in a timely manner. Assist clients in completing necessary forms and provide support throughout the onboarding journey. Serve as the primary point of contact for new broker-dealer clients during the onboarding process. Effectively communicate timelines, requirements, and next steps to clients and internal teams. Address any client queries or concerns and resolve potential issues during the onboarding process. Ensure all client onboarding activities comply with internal policies, regulatory standards, and anti-money laundering (AML) requirements. Maintain accurate records and documentation to meet audit and regulatory standards. Work closely with the compliance and legal teams to stay updated on relevant regulatory changes. Qualifications: Minimum of 3-5 years of experience in client onboarding, preferably within wealth management, broker-dealer, or financial services. Strong understanding of KYC, AML, and regulatory requirements. Excellent communication and interpersonal skills. Detail-oriented with the ability to manage multiple priorities in a fast-paced environment. Proficiency with CRM systems and wealth management platforms. Ability to work independently and as part of a team. Pay: $35-$45/hr
    $35-45 hourly 28d ago
  • Customer Service (Renovations)

    Chadwell Supply 4.2company rating

    Service Advisor Job In Tampa, FL

    Smart, Innovative, and Hard-working? Perfect! We are growing and need the right people with the right mindset. Join our family and find a home where you will enjoy working with your peers, be challenged to work hard and have some fun in the midst of it all. We are proud to have been named the National Apartment Association's 2023 Top Employer in the Supplier Category. Benefits that drive themselves Competitive Hourly Wage of $17/ hour! Full Time: Monday-Friday, 9 am - 6 pm. Guaranteed 40 hours per week, hybrid opportunities available upon completion of training, and no weekends! We offer medical, dental, vision, life insurance, disability, 401K, 104 hours paid time off accrual, paid holidays off, and more! Employee Discount Program! Long-term Career Opportunities! Many of our leaders started with Chadwell Supply looking for a job, just like you, but found long-term career opportunities at one of our 28 Branches across the Country. Named Top 100 Companies in Tampa Bay 2019, 2020, 2021, 2022, 2023, and 2024! Overview The Renovation Coordinator is responsible for fielding all incoming requests to the Department and distributing if necessary. Monitor REN Queues and process Quotes, Orders, and Returns in a timely manner to ensure delivery within the expected time frame. How you will make an Impact Be responsible for fielding all incoming renovation-related inquiries via telephone, emails, website, and fax. Maintain accurate documentation of Quotes and Orders. Meet acceptable turnaround times, as required for Quotes, Returns, and Orders. Review and process Return Authorizations (RGA) promptly. Monitor Renovation queues. Web support for renovations. What you will need Have good interpersonal skills and be able to effectively communicate with vendors, managers, and coworkers. Be proficient in Microsoft Outlook, Word, and Excel. Have strong process analysis and improvement skills. Be able to work in a self-managed team environment. This includes cooperatively scheduling work, meetings, and team task assignments.
    $17 hourly 16d ago
  • Client Services Representative

    Kellymitchell Group 4.5company rating

    Service Advisor Job In Palm Beach, FL

    Our client is seeking a Client Service Representative to join their team! This role is located in Palm Beach, FL. Execute and/or submit client account servicing requests within appropriate time frames, including but not limited to submitting wires and fund transfers, preparing required documentation, opening and closing accounts, maintenance of accurate and complete account records, imaging of documents, and researching of client issues Handle paying and receiving activities, including cash transactions and daily balancing activities Fully understand and adhere to all WM Lobby Banking Operations policies and procedures as documented on the WM Intranet Develop a strong understanding of required steps involved with each request, communicating with relationship management and NCSS teams as appropriate to obtain necessary information to properly execute the requested activity Maintain a strong understanding of policies and procedures and addresses the requirements of each activity in a timely fashion and in strict adherence with the company and Wealth Management Risk Management and Compliance guidelines and procedures, promptly escalating any issues and/or concerns to management Develop a strong knowledge of the various business applications critical to client and account servicing, including on-line tools and seeks to expand knowledge of the latest enhancements to company partner and client technology and/or systems in order to maintain highest standards of servicing Assist with maintenance and servicing of Safe Deposit Boxes in offices where available Desired Skills/Experience: 2+ years of related experience Knowledge of federal regulation, banking guidelines, banking operations, products and services, acquired through related work experience is preferred Strong client service skills, problem solving, and organizational skills are required to identify, research and/or resolve requests Ability to think critically and to work well independently and as part of a team Strong verbal and written communication skills. Benefits: Medical, Dental, & Vision Insurance Plans 401K offered $12.72 - $18.17 (est. hourly rate)
    $26k-33k yearly est. 23d ago
  • Underwriting Customer Service Team Leader

    The Responsive Auto Insurance Company

    Service Advisor Job In Fort Lauderdale, FL

    About the Company Founded in 2007 and headquartered in Plantation, Florida, Responsive is a leading provider of personal auto insurance in Florida. We partner with thousands of agents representing the industry's best and most respected insurance agencies to deliver a top-notch service and claims experience. But Responsive is more than just our name-It's a promise to make auto insurance simple, affordable, and hassle-free. We regularly ask our employees, agents, and customers for feedback. It's how we make good on our mission: to continue raising the bar for service in auto insurance. About the Role As an Underwriting Customer Service Team Leader, you will supervise the underwriting and customer service team, ensuring that all processes are conducted efficiently and effectively. You will plan, organize, supervise and evaluate the performance of the team. You will develop, implement and monitor work plans to achieve Company's business priorities. This role requires the team leader to continually work to improve work processes, procedures and tools applicable to team responsibilities in order to achieve Company goals. You will manage the quality assurance to ensure customer service standards are met and underwriting processes are performed within approved Company underwriting guidelines. You will provide leadership to create and foster a high performing, positive, service-oriented work environment. The ideal candidate will possess strong organizational, time management and conflict resolution abilities. Responsibilities Leads the team to achieve or exceed goals and objectives. Communicates job expectations clearly. Plans and monitors results, including coaching, supporting, and providing constructive feedback to employees. Demonstrates a continuous capacity to learn, adapt, and innovate as business conditions and needs change. Identifies business issues and opportunities. Determines the financial and operational breadth of the opportunity and then creates systems or processes to address the situation. Follows through by building support for recommended solutions and then the necessary documentation and change requests to implement these solutions. Builds our team by recruiting, selecting, and training employees in a safe and secure work environment. Manage employee work schedules including assignments, training, vacations and paid time off. Contributes to the creation of strategic goals by gathering pertinent business, financial, service, and operations information. Maintains quality service by establishing and implementing customer service standards, analyzing and resolving quality and customer service challenges, and recommending process improvements. Appropriately communicates information through department meetings, one-on-one meetings, and appropriate communication. Develops critical skillsets of their team as well as assisting their team with career development goals. Handles customer and agent escalations. Contributes to business goals, performance metrics, and effectively uses tools and technology. Supports workload surges and/or catastrophe operations to include working significant overtime during designated catastrophe events. Partners with internal resources to facilitate operations. Qualifications Bachelor's degree or equivalent underwriting work experience. Required Skills Demonstrated leadership abilities. Must be a team-oriented individual to work with clients, other team members, and internal partners. Availability to work, when appropriate, after hours and on the weekend. Excellent verbal and written communication skills. Bilingual English / Spanish verbal and written. Current Florida 2-20 Resident General Lines license or ability to obtain within initial 90 days. Demonstrated knowledge of Microsoft Office products. Enjoys working in a fast-paced environment and easily acclimates to changes in process/systems for overall improvement of the organization. Strong analytical and problem-solving skills. Ability to learn new technologies. Pay range and compensation package This full-time position is open to experienced candidates with compensation and job responsibilities based on experience and skill set. This job is located onsite in Plantation, Florida. Applicants must be willing to complete tasks outside of formal job requirements. A generous benefits package is offered. The Responsive Offer In addition to a friendly, collaborative environment, we offer a competitive benefits package, training, and ongoing growth opportunities including: 401(k) Medical, dental & vision, including free preventative care Wellness & mental health programs Health savings accounts with company contributions & life insurance options Paid time off Holiday pay Paid & unpaid sick leave where applicable, as well as short & long-term disability FMLA leave Diverse, inclusive & welcoming culture Career development How to Apply Use the “Apply” button at the top of the page to upload a cover letter explaining your interest in this position and a current resume and complete the application process. The Responsive Culture: At Responsive, we know we're only as good as our people, which is why we value integrity and humility. We also give our employees the freedom to make common-sense decisions and offer new opportunities for growth and movement across all our departments. You'd join a dynamic team of people who are: Adaptable: As the industry evolves, we embrace change instead of simply coping with it. New approaches and technologies? No problem. Collaborative: We accept personal responsibility and accept feedback from one another. We give and take suggestions respectfully and transparently. Engaged: We're curious and motivated to humbly serve our fellow team members and customers. We're open to new training opportunities and recognize that putting good ideas into action provides value to our customers. Data-Driven: To protect our capital and stakeholders while boldly seizing market opportunities, we make decisions after we collect and analyze facts. We also use data to learn lessons from both our successes and our mistakes. Equal Opportunity Statement Thank you for your interest in The Responsive Auto Insurance Company. The Responsive Auto Insurance Company is proud to be an equal-opportunity employer. All applicants will be considered for employment without attention to race, color, religion, sex, sexual orientation, gender identity, national origin, veteran, disability status, or any other status protected by the laws or regulations in the locations where we operate. We are committed to supporting diversity and equality across our organization and we work diligently to maintain a workplace free from discrimination.
    $30k-42k yearly est. 29d ago
  • Client Services Associate

    Magellan Financial & Insurance Services, Inc.

    Service Advisor Job In Palm Beach, FL

    Client Service Associate - Rubin Wealth Advisors (************************************ Join Rubin Wealth Advisors as a Client Service Associate, where you'll play a pivotal role in providing exceptional support and cultivating lasting relationships with our valued clients. If you're passionate about delivering top-notch client experiences, thrive in a dynamic environment, and are eager to contribute to a collaborative team, we'd love to hear from you! In this key role, you'll serve as the central point of contact for client interactions, addressing their day-to-day needs with efficiency and care. Your expertise will directly support our Financial Advisors, ensuring clients receive seamless service that strengthens trust and loyalty. Compensation: $50,000 + Bonuses Key Responsibilities: Deliver exceptional client service by responding promptly to inquiries, resolving issues, and providing support related to financial products and services. Efficiently manage administrative tasks such as account openings, maintenance, and financial transactions. Collaborate closely with team members and departments to ensure smooth, coordinated client experiences. Effectively utilize Schwab systems and tools (experience required). Create professional reports and presentations using advanced skills in Microsoft Office Suite (Word, Excel, Outlook, and PowerPoint). Coordinate and host virtual client meetings via Microsoft Teams and Zoom. Support and service 401(k) plans by handling enrollments, distributions, rollovers, participant inquiries, and compliance management. Qualifications: Minimum of 2 years of experience in the financial services industry. Comprehensive understanding of financial products. Previous experience with Schwab systems highly preferred. At least 2 years of exceptional customer service experience with a proven client-first mentality. Exceptional attention to detail, accuracy, and compliance awareness. Outstanding verbal and written communication skills. Knowledge of life insurance and annuities is advantageous but not required. Why Rubin Wealth Advisors? At Rubin Wealth Advisors, you'll become part of a dedicated team committed to excellence, integrity, and putting clients first. We foster a supportive environment where your contributions directly impact our clients' satisfaction and our team's success. If you're ready to take your career to the next level in a role that values your experience and passion for client service, apply today!
    $33k-59k yearly est. 4d ago
  • Client Service Associate

    Talentwealth

    Service Advisor Job In Fort Myers, FL

    TalentWealth Recruiting, a boutique financial services recruiting firm, is recruiting for an exciting opportunity. An independent financial advisory practice with @$500M AUM in Fort Myers, FL is hiring a Client Service Associate to their growing team. The Client Service Associate is a very visible member of the team. With responsibility for delivering extraordinary client service, the Client Service Associate must be professional, caring, and genuinely interested in making other people feel special and loved. Responsibilities & Activities: Provide concierge-level customer service to our clients Processes new accounts Processes account transfers Processes new contributions and redemptions Processes beneficiary changes Process distributions of cash and securities Review and or place trades Collect information and process insurance applications Answer inbound phone calls Knowledge, Skills & Abilities: Requires: Excellent interpersonal skills Excellent attitude and an extraordinary client service orientation A genuine interest in serving and caring for other people Excellent organizational and time management skills An ability to handle multiple tasks and operate in tight deadlines Proficient use of Microsoft Office Word, and Excel Ability to quickly adapt to proprietary computer systems and applications 3 - 5 years Significant experience in processing securities typically gained by working for a brokerage firm, trust company, financial planner or bank FINRA Series 7, 63, and 65 Helpful: Registered Principal Licensed Life Insurance Licensed Long-Term Care Insurance Licensed Disability Insurance
    $33k-59k yearly est. 10d ago
  • Customer Service Representative

    Malibu Events Promotions

    Service Advisor Job In Miami, FL

    Join Our Team as a Customer Service Representative and Make a Difference! Are you a problem-solver who enjoys interacting with people? We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships. Responsibilities Handle customer inquiries and complaints via phone, email, or in-person Provide product and service information to customers Process orders, forms, applications, and requests Keep records of customer interactions and transactions Follow up to ensure resolution of customer issues Participate in team-building activities and career development workshops Collaborate with team members to improve service delivery Qualifications Strong communication and interpersonal skills Customer-oriented mindset and ability to adapt/respond to different types of customers Proficiency in MS Office and customer service software Excellent problem-solving skills and attention to detail High school diploma; college degree preferred Experience in customer service or related field is advantageous Benefits Opportunities for travel and working with diverse clients Professional growth and advancement opportunities Supportive and collaborative work environment Participation in workshops and professional development programs Be the voice of our company. Apply now to become a Customer Service Representative!
    $22k-31k yearly est. 9d ago
  • Client Success Associate

    Bay Area Branding

    Service Advisor Job In Tampa, FL

    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.
    $36k-65k yearly est. 10d ago
  • Customer Service Representative (Benefits/401K)

    Mothership 4.2company rating

    Service Advisor Job In West Palm Beach, FL

    Job Title: Customer Service Representative (Benefits/HR) Pay: 20 per hour Our client, a Global Financial Services company is seeking a detail oriented Customer Service Representative with a focus on HR Benefits and the first point of contact for participants with inquiries about our client's Human Resource Solutions (HRS) products. This role is key to ensuring a seamless and positive service experience for all participants. Key Responsibilities: Serve as the initial point of contact for inbound participant requests and questions regarding HRS products. Maintain in-depth knowledge of HRS products and systems to assist both internal and external partners effectively. Handle daily participant calls, providing real-time support for questions, technical issues, and product navigation. Log and document participant interactions to minimize repeat inquiries and optimize service delivery. Offer technical support for participants using automated phone systems and employee websites, including assistance with menu navigation. Utilize multiple software platforms (HRIS, Salesforce, Sungard, ORS) to provide accurate and efficient responses to participant needs. Prioritize critical or time-sensitive issues for timely resolution while ensuring less urgent matters are addressed appropriately. Follow up on unresolved calls to ensure issues are fully resolved, accurate, and compliant with established resolution time frames. What We are Looking For: Strong customer service and communication skills, with the ability to resolve issues effectively and empathetically. Proficiency in using computer software and systems, including HRIS, Salesforce, Sungard, and ORS. Ability to multitask and prioritize calls based on urgency and complexity. Detail-oriented mindset with a focus on documenting interactions accurately and thoroughly. A proactive approach to follow-up and ensuring participant satisfaction. Learn more about all the incredible opportunities available at Mothership, where we match you with world renowned clients and jobs, help you develop and grow, enable you with cutting-edge intuitive technology, and so much more! How to apply Interested candidates should submit their application here: mothershipcorp.com/questionnaire Build a robust profile so we can know you well upfront: The above is to ensure best matching and verification results and to join our network for all open roles. It also serves as your new digital resume for global roles, both on, and off, the Mothership network. A true representation of yourself, beyond the resume. Quick apply available here: mothershipcorp.com/apply. We will not respond to email or DM applications, as these are too hard to track and manage at scale. Please apply per details above, only, for efficiency and best results. Again, we cannot respond to all ad-hoc, but can communicate via our network and system, seamlessly. This is a very important step. If you are referring candidates, please have them complete the questionnaire form above, and enter your information in the “who you referred you to us section” of the questionnaire form. You will get credit and be contacted as they are hired. Applications will be reviewed on a rolling basis until filled. Thank you for assisting us in placing candidates at warp speed and with matching precision! Equal Opportunity Statement Mothership is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. Join us and become a key player in delivering outstanding service. We look forward to your application! Learn more about all the incredible opportunities available at Mothership, where we match you with world renowned clients and work, and help you develop and grow, enable you with cutting-edge intuitive technology, and so much more!
    $23k-32k yearly est. 32d ago
  • Client Service Associate - Wealth Management

    Ascendo Resources 4.3company rating

    Service Advisor Job In Miami, FL

    We are seeking a highly motivated Client Services Associate to join our client. In this role, you will be responsible for managing the day-to-day operations and serving as the primary point of contact between our clients and service providers. Key Responsibilities: Serve as the main point of contact between clients and service providers, ensuring effective communication and timely delivery of services. Review engagement letters and properly communicate client instructions to service providers such as attorneys, accountants, trust companies, and other vendors. Assist clients with Private Equity matters including subscriptions, capital calls, distributions, and other communication materials. Coordinate with internal teams and external service providers to ensure seamless and efficient operations. Develop and maintain strong relationships with clients and service providers. Manage and prioritize tasks to meet deadlines and provide high-quality service to clients. Keep up-to-date with industry trends and regulations related to Private Equity and related matters. Perform other duties as assigned by management. Requirements: Bachelor's degree in Business Administration, Finance, or related field. Minimum of 2 years of experience in operations and client services FINRA licenses preferred but not required Attention to detail and able to multitask in fast environment. Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
    $34k-43k yearly est. 23d ago
  • Customer Service Representative

    Black Book Global

    Service Advisor Job In Orlando, FL

    Join Our Team as a Customer Service Representative and Make a Difference! Are you a problem-solver who enjoys interacting with people? We're looking for a Customer Service Representative to provide outstanding service to our customers. You'll play a key role in ensuring customer satisfaction and building lasting relationships. Responsibilities Handle customer inquiries and complaints via phone, email, or in-person Provide product and service information to customers Process orders, forms, applications, and requests Keep records of customer interactions and transactions Follow up to ensure resolution of customer issues Participate in team-building activities and career development workshops Collaborate with team members to improve service delivery Qualifications Strong communication and interpersonal skills Customer-oriented mindset and ability to adapt/respond to different types of customers Proficiency in MS Office and customer service software Excellent problem-solving skills and attention to detail High school diploma; college degree preferred Experience in customer service or related field is advantageous Benefits Professional growth and advancement opportunities Supportive and collaborative work environment Participation in workshops and professional development programs Be the voice of our company. Apply now to become a Customer Service Representative!
    $24k-32k yearly est. 10d ago
  • Customer Service Representative

    PFS-Professional Financial Services

    Service Advisor Job In Tallahassee, FL

    Do you take pride in having exceptional communication skills? Are you comfortable providing noteworthy customer service and building relationships along the way? Your skills could be used to work hand in hand in assisting our customers. With this role, you will have the opportunity to help them through their automobile financing needs both over the phone and in person. If you are ready to make a difference, join an enthusiastic team and start a lifelong career, “Come Begin Your Story” as a Customer Service Representative! Professional Financial Services (PFS) has been purchasing retail installment contracts for new and used automobiles, trucks and motorcycles originated by franchise and independent vehicle dealers since 1995. We have branches in 12 different states. You'll know you are a successful Customer Service Representative when you: Provide outstanding customer service and problem resolution Perform collection activities on delinquent accounts Assist with insurance verifications Perform Welcome Calls Act as back up to our Administrative Assistant to receive loan payments and fund loans Perform Skip Tracking and other locate activities You could be a great addition as Customer Service Representative if you have: Previous customer service and/or collections experience A valid state driver's license, with an acceptable driver's record Access to a reliable automobile for work use Keep in mind that we provide: An EXCELLENT benefits bundle that includes medical insurance (minimal cost to the employee), dental, vision, life insurance, short-and long-term disability, profit sharing, 401k with company matching, and paid sick, holiday, and vacation time. Monthly Bonus Potential - You have the ability to earn a monthly bonus when your team meets your Company set goals! Community Service - As a company, we are pro-active members of the community. We make ongoing contributions to charities, local food banks, educational institutions and more. Growth Potential- We believe in fostering our employees' talents and providing a pathway for their individual career story. TOP-of-the-line training that includes hands-on training, online training, and new hire class orientation. We are committed to helping you build a solid foundation and do your job to the best of your abilities. Come Begin Your Story! Apply Today!
    $25k-33k yearly est. 16d ago
  • Customer Service Sales Specialist

    MAFÉ Resources

    Service Advisor Job In Miami, FL

    Sales Support/ Customer Service Employment Type: Full-Time Department: Sales Support / Customer Service Reports To: Sales Manager Working for one of the world's largest zipper manufacturers, supplying high-quality fastening solutions to leading brands in fashion, outdoor gear, automotive, and beyond. Our commitment to innovation, reliability, and superior customer service has made us an industry leader for over 80 years. Job Summary We are seeking a Customer Service Representative to support our Sales Manager and ensure top-tier service for our clients. This role requires attention to detail, strong organizational skills, and the ability to manage customer interactions efficiently. The ideal candidate will be a proactive problem-solver, dedicated to maintaining customer satisfaction and seamless sales operations. Key Responsibilities Client Support: Serve as the main point of contact for customer inquiries, orders, and follow-ups, ensuring timely and professional responses. Sales Team Assistance: Support the Sales Manager by managing client communications, scheduling meetings, and preparing sales reports. Order Processing: Enter, track, and manage customer orders, ensuring accuracy and on-time delivery. Customer Relationship Management: Maintain and update client records in the CRM system, ensuring accurate and up-to-date information. Issue Resolution: Handle customer concerns, coordinate with internal departments, and find solutions to ensure client satisfaction. Coordination with Production & Logistics: Work closely with production and logistics teams to track inventory and shipping schedules. Sales & Marketing Support: Assist with promotional materials, customer outreach efforts, and trade show preparation. Continuous Improvement: Identify and suggest opportunities to enhance customer service processes and internal efficiencies. Qualifications & Requirements 2+ years of experience in customer service, sales support, or a related field. Strong attention to detail with the ability to multitask and prioritize effectively. Excellent verbal and written communication skills for interacting with customers and internal teams. Proficiency in CRM software and Microsoft Office Suite (Word, Excel, Outlook, PowerPoint). Ability to work independently while thriving in a collaborative team environment. Problem-solving mindset with a customer-centric approach. Experience in the manufacturing or fashion industry is a plus. If you are a detail-oriented professional passionate about customer service and sales support, we'd love to hear from you!
    $26k-35k yearly est. 10d ago
  • Client Relations Associate - Financial Industry

    AGW Capital Advisors

    Service Advisor Job In Tampa, FL

    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.
    $36k-65k yearly est. 17d ago

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