699 Customer Service Representatives jobs in Doral

• Accountable for ensuring client retention and satisfaction by promptly and efficiently addressing all service requests and inquiries.
• Initiates outreach to clients as needed to provide exceptional service, ensuring adherence to company policies and regulatory requirements.
• Independently handles loan servicing requests, including advances, pay-downs, statement and bill copies, billing issues, insurance, escrows, flood insurance, and related items, ensuring accurate and timely processing.
• Manages the onboarding of new clients by opening and processing all type of account, products, and services.
• Serves as the primary point of contact for client servicing, maintaining comprehensive knowledge of the relationship:
• Issues, collects, and reviews required deposit account documents and disclosures via DocuSign or in-person collection.
• Ensures all documents are uploaded in the system within the defined timeframe for account opening, in line with CNB P&P.
• Coordinates with Electronic Banking and Treasury Management on onboarding status, completion of forms, implementation, or necessary training.
• Completes customer profiles/CIP, Bizchex-Chexsystem, ownership information, and account profiles, performing list checks, OFAC & Google searches.
• Sets up and maintains analysis composites to ensure accurate data representation, collaborates with cross-functional teams to integrate necessary account information, and ensures that all client data is properly linked and balanced for analysis and reporting.
• Handles Domestic & International Wire Transfers, Internal Transfers, Stop Payments, Cashier's Checks, Debit Cards, in line with CNB P&P.
• Responsible for ensuring Regulatory Excellence:
• Decision Making or collecting proper approvals and enter decisions on overdrafts in EIM (within their authorized limits).
• The first client contact to collect missing documents and other applicable items/ documents relating to new Deposit/loan accounts.
• The first client contact to satisfy BSA/RFI requests. Completion of BSA requests within defined timeframe noted in the request; this includes (but not limited to): RFIs which includes EDD/KYC-updates, PO Alert, OFAC, High Risk Review & Other.
• Ensures compliance with regulatory requirements including completion of KYCs/EDDs when onboarding clients and continue updates.
• Completion of Regulatory Excellence Consultant (REC) findings requests within defined timeframe noted in the request.
• Responsible for follow up activities related to new onboarding and maintenance requests using varies system reports. Follow-up activities included but not limited to account funding, TM implementation, Online Banking set-up, KYC status. Follow up with a phone call, to answer any questions, concerns, ensure customer is completely set up.
• Escalate all unresolved issues related to the above mentioned tasks to the RM or Supervisor.
• Completes Reg E disputes, resolves fraud, check disputes, check processing errors, and other activities related to the Aithent system.
• Accountable for managing and processing all client requests or inquiries related to deposit accounts, including, but not limited to:
• CIS maintenance changes.
• Correcting CIP errors.
• Closing accounts and completing the closing code reason.
• Address changes.
• Change of Signer maintenance (including the issuance and collection of all appropriate signature documents and disclosures).
• Deposit Research (statements, check copies, balance inquiries, etc.).
• Accountable for ensuring the proper disposition of all exception items from Deposit Operations and the Non-Post database related to the clients served.
• Composes and types letters, emails, and other special reports related to clients' needs (e.g., Excel sheet, PowerPoint, org chart).
• Responsible for organizing and maintaining client files for deposits and loans, including the creation of customer folders and subfolders as requested.
• Maintains strong product knowledge and attends training as needed to cross-sell bank products.
• Assesses client needs and cross-sells bank products and services, referring opportunities to relevant departments, including lending, Treasury Management, or Wealth Management.
• Effectively communicates with other departments within the bank, fully understanding the importance of teamwork and communication.
• Maintains ongoing communication with Relationship Managers regarding client activities, issues, RFIs status, compromised accounts, and potential opportunities (Pipeline).
• Participates in on-site client visits and relationship reviews, as needed.
• Ensures adherence to the Bank's operational, regulatory, and security policies and procedures.
• Facilitates the collection of required items from clients for RMs as outlined in the loan-closing checklist for new loans, modifications, renewals, and other related requests
• Supports RM's Dashboard/pipeline management, creates opportunities, completes KYC in collaboration with RMs, coordinates payoffs/releases, fee waivers, and resolves past dues, maturing loans, Minimum Deposit Requirement, and Covenants.
• Collects, reviews, and uploads loan-required ticklers (covenants) in accordance with loan conditions.

• Minimum 2 years of client service experience, preferably in the financial service industry.
• Demonstrated ability to address client inquiries, resolve issues, and provide comprehensive support in a financial services environment.
• In-depth expertise in banking products and services, specializing in loan servicing, depository, and treasury management products.
• Ability to work independently and efficiently in a high-pressure environment, while ensuring client satisfaction through effective task management.
• Proficient in utilizing loan/depository systems and banking software for processing transactions, managing client accounts, and resolving system issues.
• Expertise in Microsoft Word, Excel, and Outlook, with advanced capabilities in generating reports, analyzing data, and communicating effectively through office applications.
• Advanced verbal and written communication skills, with the ability to convey complex banking concepts to clients and colleagues in a clear and professional manner.
• Strong attention to detail, with a demonstrated ability to manage multiple tasks simultaneously, ensuring high standards of quality and accuracy.
• Advanced interpersonal skills, phone etiquette, and customer service capabilities, with experience in managing client relationships and professionally addressing inquiries.

• Bachelor's Degree in Business or equivalent work experience.
• An equivalent combination of education and relevant professional experience may be considered in lieu of a degree.

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at

About the Role:

As a Client Services Coordinator, you will be responsible for general administrative support to an office or group of sales professionals. This includes preparing proposals, presentations, and communications material and coordinating the distribution of internal and external marketing information.

What You'll Do:

• Collect documentation to complete voucher forms and process Brokers commission payments.
• Maintain CBRE brand client messaging inventory by applying templates to produce marketing materials.
• Review marketing material and act as a point of contact for various groups to coordinate the completion of property information packages.
• Coordinate the preparation and production of client specific property packages.
• Coordinate sophisticated meetings and conferences.
• Schedule appointments, maintain calendars, arrange travel plans and coordinate meeting room reservations.
• Update and maintain various information databases.
• Generate standard and ad hoc reports and assist with website updates.
• Coordinate advertising schedules and placement with local centralized marketing group.
• Explain detailed and/or complicated information. Comprehend instructions, short communications, and memos. Write routine reports and communications.
• Respond to common questions or complaints.
• Present information to a large group of employees.

• Associates degree (A.A.) preferred.
• 3+ years with providing administrative support to teams of professionals
• 2+ years in the Real Estate industry.
• Ability to calculate figures such as percentages, discounts, and commissions and basic knowledge of financial terms and concepts with the ability to conduct basic financial analysis.
• Strong problem solving, interpersonal and organizational skills.
• Experience with Microsoft Office Suite required.
• Ability to edit templates in Power Point and/or InDesign.
• Strong marketing knowledge desirable.
• Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.

About the job Client Services Associate Regional bank in Miami is seeking a licensed CSA for their newly revamped brokerage business.Must have Series 7 additional licenses are a plus.The role focuses on delivering excellent client service by handling administrative tasks, account management, trade execution, documentation, and communication. The CSA works closely with Financial Advisors to ensure a seamless client experience within the wealth management framework.Key Responsibilities: Account Management: Opening accounts, transferring assets, managing documentation, and maintaining client records. Trade Execution: Processing stock, bond, and option trades with accuracy. Client Communication: Handling inquiries, addressing concerns, and providing updates. Client Reporting: Preparing account statements and performance reports.Compliance Support: Ensuring adherence to regulations and internal policies.Meeting Preparation: Assisting Advisors with data gathering and presentations.Relationship Building: Providing proactive, personalized service.Skills & Qualifications:Strong customer service and relationship-building skillsKnowledge of financial markets and investment productsProficiency in financial software and CRM systemsExcellent communication and attention to detailAbility to work accurately under pressure

Job DescriptionA top-rated non-profit law firm serving the South Florida poverty community, is seeking a highly motivated, Client Services Specialist/Operator. Under the supervision of the Community Education Intake Director, the Client Services Specialist/ Operator answers the telephone, routes intake telephone calls, takes messages, and provides general information to callers. Answer the telephone and transfer the call as appropriate. Takes messages and distribute promptly. Provides clients with general information as instructed by the Employer. Completes Applicant Screening in case management system. Assists Intake Director maintaining statistical records, including call volume and duration. Effectively utilizes our case management software. Monitors phone system. Schedules phone service and maintenance. Updates phone greeting as needed. Perform other job-related duties as assigned. Requirements High school diploma or equivalent required. Previous experience in customer service, receptionist, or call center role preferred. Experience operating multi-line phone systems or switchboard equipment is a plus. Basic proficiency in Microsoft Office (Outlook, Word) and standard office equipment. Excellent verbal communication and telephone etiquette. Strong customer service orientation and interpersonal skills. Ability to remain professional, courteous, and composed under pressure. Strong listening and problem-solving skills. Ability to multitask and manage high call volumes efficiently. Attention to detail and accuracy in message-taking and call routing. Dependability, punctuality, and a strong work ethic. Ability to maintain confidentiality and handle sensitive information appropriately. For consideration please send your resume to jsilva(@)adamsmartingroup.com All qualified applicants will receive consideration for employment without regard to race, color, national origin, age, ancestry, religion, sex, sexual orientation, gender identity, gender expression, marital status, disability, medical condition, genetic information, pregnancy, or military or veteran status. We consider all qualified applicants, including those with criminal histories, in a manner consistent with state and local laws, including the California Fair Chance Act, City of Los Angeles' Fair Chance Initiative for Hiring Ordinance, and Los Angeles County Fair Chance Ordinance. For unincorporated Los Angeles county , to the extent our customers require a background check for certain positions, the Company faces a significant risk to its business operations and business reputation unless a review of criminal history is conducted for those specific job positions. Job Reference: JN -072025-402063

• Actively participates in the On-Boarding of new clients by opening and processing all types of accounts, products and/or services. Serves as the client's primary servicing point of contact, maintaining thorough knowledge of the relationship.
• Responsible for ensuring Regulatory Excellence: aged overdrafts, missing signature cards, KYCs, account documentation, Dodd Frank wires, new account disclosures, CIP errors, Reg E disputes, resolving fraud, etc.
• Stays abreast of all bank-wide P&P updates and follow all policies and procedures regarding Deposit Operations, wires, Dodd Frank, Internal transfers, etc.
• Processes stop payments, internal transfers, domestic/international wire transfers. (within authorized limits), CIS maintenance changes, load advances and pay downs, open/close accounts, etc.
• Responsible for the proper disposition of all exception items from Deposit Operations and Electronic Banking related to the clients they service. This includes handling fraudulent transactions, non-post, endorsement questions, etc.
• Responsible for client retention and satisfaction by responding to all existing client requests in a timely and efficient manner. Proactively initiates contact with clients as needed to provide superior service.
• Responsible for the timely handling/processing of all Deposit and Loan inquiries and requests from clients.
• Responsible for handling loan servicing requests such as advances, pay-downs, copies of statements and bills, research on billing issues, insurance, escrows, flood insurance, etc
• Ensures compliance with the Bank's operational and security policies and procedures.
• Services the client and assists with a variety of daily inquiries related to their accounts.
• Responsible for making important client service and account related including decisions processing overdrafts within policy and procedures and assigned limits.
• Provides written responses to BSA compliance inquiries regarding client background and account activity in relation to anticipated and/or unusual account activity
• Opens/closes all types of accounts and processes all CIS changes, etc.
• Processes stop payments and internal transfers requests. (within authorized limits).
• Creates and approves both domestic and foreign wire transfers, (within authorized limits).
• Independently corresponds with clients about important matters.
• Organizes and maintains confidential files on all clients.
• Maintains strong product and system knowledge.
• Identify cross sell opportunities of bank products and refer to the Relationship Manager assigned.
• Effectively communicates with other departments within the Bank, fully understanding the importance of teamwork and communication.
• Contacts account officer and clients as needed.
• Prepares special reports. Independently analyzes, determines trends, presents to management and makes recommendations.
• Participates in client meetings with and account officer, as needed.

• 2-4 years teller experience or client service experience, preferably in the financial service industry.
• Prior knowledge of the procedures and policies related to the function of a bank teller and a working knowledge of the on-line computer system or teller terminal is necessary.
• Strong sales experience background.
• Must have proven abilities in needs-based sales and high-level client servicing skills.
• Ability to prepare or interpret detailed written materials and/or perform detailed mathematical functions accurately.
• Able to accurately handle the most complex transactions efficiently.
• Be security conscious, accurate and attentive to detail.
• Should have an understanding of compliance with Federal & State laws governing teller areas.
• A demonstrated ability to meet and exceed sales goals and maintain a high level of client service is also required.
• May need to work extended hours that may include weekends

• High School Diploma or GED equivalent Required
• Associate's Degree in Business or related field Preferred

• Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.
• Please view Equal Employment Opportunity Posters provided by OFCCP here.
• The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
• Reasonable accommodation may be made to assist individuals with disabilities to complete the online application process. Please contact our Human Resources Department at or by e-mail at

Ardurra is looking to hire an experienced Transportation Client Services Manager  to join our team in our Miami, FL office.

Ardurra’s Transportation team offers design capabilities ranging from complex multilevel interchanges to urban arterial reconstruction to complete streets for our clients.

Our portfolio features a plethora of signature projects including the I-395 Signature Bridge reconstruction project in Downtown Miami. Each of our designs is customized, sustainable, and cost-effective for our clients covering all project types, including Design Build or Design Bid Build. Our clients have relied on our expertise in comprehensive planning, engineering design, and construction management to provide safe and efficient transportation solutions.

Primary Function

The Client Service Manager will focus on supporting a mix of established clients, new business growth, project delivery, and mentoring of engineering staff. The position will collaborate with regional and national transportation engineering expertise to share resources and leverage capabilities to expand our South Florida transportation practice.

Primary Duties

• Perform studies and masterplans for transportation projects
• Develop detailed designs, plans, specifications, reports, and cost estimates 
• More specific responsibilities include performing or managing engineering/process design
• Develop proposals as required in response to requests for proposals/qualifications and lead Ardurra in teaming opportunities
• Ability to guide, direct, and coordinate with the multiple departments and sub-consultants required for multi-discipline projects
• Perform communication and business development duties with current and potential clients

Education and Experience Requirements

• Bachelor’s Degree in Civil Engineering 
• A minimum of 10 years of progressive experience designing and delivering projects in the transportation market sector
• Professional Engineer’s license in the state or the ability to gain licensure within 3 months of hire
• Experience in managing production and projects and/or experience performing design and construction management 
• Candidate must be self-motivated, able to lead or assist a project team to completion of multiple projects simultaneously
• Ability to effectively communicate both verbally and in writing

Why Ardurra?

While Ardurra offers competitive compensation and rich benefits programs, it is our culture that truly sets us apart from our peers. We nurture a family-like culture, striving to create a work environment that is enjoyable, challenging and rewarding but also fun. We are acutely focused on developing our staff, whether through our internal Ardurra Academy or through our industry-leading Leadership program. We have made a deliberate and focused commitment to nurture a people-centric culture where people are: valued as individuals; supported in their professional and career development with multiple, varied career paths; provided the tools and resources to be successful, engaged, and satisfied in their work; and positive benefits, time-off programs, and flexibility to help maintain a healthy balance between work and home.

Ardurra is an Equal Opportunity/ Affirmative Action Employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, protected veteran status, gender identity or sexual orientation.

NOTICE TO THIRD PARTY AGENCIES:
Ardurra does not accept unsolicited resumes from recruiters or employment agencies. In the absence of a signed Agency Agreement, Ardurra will not consider or agree to payment of any referral compensation or recruiter fee. If a resume or candidate is submitted to any hiring manager without a previously signed agreement, Ardurra reserves the right to pursue and hire those candidate(s) without any financial obligation to the recruiter or agency. These candidates will be considered property of Ardurra. We’re not currently looking to add any more agencies to our list of approved vendors, so please do not contact any of our managers or recruitment team with sales calls or details of your candidates.

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Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor. Sales