Explore numerous customer service representative positions in 544 Customer Service Representatives jobs in Miami
Mgr. Client Services
Posted today
Job Viewed
Job Description
Newsweek Recognizes Sedgwick as America's Greatest Workplaces National Top Companies
Certified as a Great Place to Work®
Fortune Best Workplaces in Financial Services & Insurance
Mgr. Client Services
**PRIMARY PURPOSE** : To manage accounts of multiple client service programs or single large national program; to maintain client, client broker and key vendor relationships; and to manage program procedures and processes that impact customer satisfaction ensuring consistency in process within the account as well as client retention.
**ESSENTIAL FUNCTIONS and RESPONSIBILITIES**
+ Performs client renewal and Client Service Instruction preparation for assigned clients.
+ Coordinates pricing and completes location coding parameters; prepares and distributes stewardship and other reports.
+ Coordinates client invoicing, audits and accounts receivable follow-up for assigned clients.
+ Educates the client on loss data - drivers of cost impacting assigned programs.
+ Coordinate project activity. Acts as primary client contact with focus on maintaining and improving overall customer satisfaction.
+ Identifies issues that impact customer satisfaction. Identifies and solicits cross selling opportunities.
+ Coordinates client contracts.
**ADDITIONAL FUNCTIONS and RESPONSIBILITIES**
+ Performs other duties as assigned.
+ Supports the organization's quality program(s).
+ Travel as required.
**SUPERVISORY RESPONSIBILITIES**
+ Administers company personnel policies in all areas and follows company staffing standards and training recommendations.
+ Interviews, hires and establishes colleague performance development plans; conducts colleague performance discussions.
+ Provides support, guidance, leadership and motivation to promote maximum performance.
**QUALIFICATIONS**
**Education & Licensing**
Bachelor's degree from an accredited college or university preferred. Colleague to pursue CPCU, AIC and/or ARM or other related designation required.
**Experience**
Eight (8) years of related experience or equivalent combination of experience and education required to include three (3) years as an Account Representative **OR** five (5) years adjuster experience including one (1) year in a supervisory capacity.
**Skills & Knowledge**
+ Strong understanding in one of the following areas: workers compensation, liability and disability claims management
+ Strong understanding of client location coding parameters, banking methodology, and claims operating systems
+ Excellent oral and written communication, including presentation skills
+ PC literate, including Microsoft Office products
+ Analytical and interpretive skills
+ Strong organizational skills
+ Excellent interpersonal skills
+ Excellent negotiation and facilitation skills
+ Ability to work in a team environment
+ Ability to handle conflict and confront challenging issues in a fast work environment
+ Ability to meet or exceed Performance Competencies
**WORK ENVIRONMENT**
When applicable and appropriate, consideration will be given to reasonable accommodations.
**Mental:** Clear and conceptual thinking ability; excellent judgment, troubleshooting, problem solving, analysis, and discretion; ability to handle work-related stress; ability to handle multiple priorities simultaneously; and ability to meet deadlines
**Physical:** Computer keyboarding, travel as required
**Auditory/Visual:** Hearing, vision and talking
The statements contained in this document are intended to describe the general nature and level of work being performed by a colleague assigned to this description. They are not intended to constitute a comprehensive list of functions, duties, or local variances. Management retains the discretion to add or to change the duties of the position at any time.
Sedgwick is an Equal Opportunity Employer and a Drug-Free Workplace.
**If you're excited about this role but your experience doesn't align perfectly with every qualification in the job description, consider applying for it anyway! Sedgwick is building a diverse, equitable, and inclusive workplace and recognizes that each person possesses a unique combination of skills, knowledge, and experience. You may be just the right candidate for this or other roles.**
**Sedgwick is the world's leading risk and claims administration partner, which helps clients thrive by navigating the unexpected. The company's expertise, combined with the most advanced AI-enabled technology available, sets the standard for solutions in claims administration, loss adjusting, benefits administration, and product recall. With over 33,000 colleagues and 10,000 clients across 80 countries, Sedgwick provides unmatched perspective, caring that counts, and solutions for the rapidly changing and complex risk landscape. For more, see** **sedgwick.com**
Client Services Specialist
Posted today
Job Viewed
Job Description
Job ID
218279
Posted
16-Jun-2025
Service line
Advisory Segment
Role type
Full-time
Areas of Interest
Administrative, Marketing, Sales Support
Location(s)
Miami - Florida - United States of America
**About the Role:**
This role is responsible for providing general administrative support to an office or group of sales professionals including helping the team with business plan objectives. This includes preparing proposal, presentation, and communication materials and coordinating the distribution of internal and external marketing information.
**What You'll Do:**
+ Capture documentation to complete voucher forms and process Brokers commission payments.
+ Support Sales team members in the implementation of business strategies.
+ Perform client property tours, resolve client issues, and reply to client pricing inquiries.
+ Assist in the strategy and creation of marketing particular properties.
+ Serve as a point of contact for the sales team for information requests.
+ May source properties and/or clients by researching local and national databases. Track and report on replies and communications from sourcing activities.
+ Build and produce property marketing campaigns that include property information materials. This includes the design of flyers, property brochures, and proposals. Develop comparable market analyses and targeted mailing lists.
+ Maintain and update marketing database systems, intranet, and external website.
+ Collect and analyze data to identify and address sophisticated problems. May recommend new techniques.
+ Impact own team and other teams whose work activities are relatable.
+ Suggest improvements to processes to increase the efficiency of the team objectives.
+ Assess and communicate difficult content in a concise and logical way. Identify and respond to conflicting demands.
+ Comprehend instructions, communications, and memos and ask questions to ensure comprehension, write routine reports and correspondence.
**What You'll Need:**
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
+ High school diploma required
+ 3 years in an administrative role working with professionals
+ 2 years in the Real Estate industry.
+ Active state real estate license preferred.
+ Ability to present information to a large group of employees.
+ Ability to calculate figures such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease. Requires knowledge of financial terms and concepts.
+ Requires sophisticated detailed and quantitative skills.
+ Experience with Microsoft Office Suite, internet research and web publishing skills and ability to edit basic templates in Power Point and/or InDesign.
+ Ability to thrive in a fast-paced environment of continuous change.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
**Why CBRE?**
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
**Our Values in Hiring**
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
**Equal Employment Opportunity:** CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
**Candidate Accommodations:** CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
CBRE, Inc. is an Equal Opportunity and Affirmative Action Employer (Women/Minorities/Persons with Disabilities/US Veterans)
Client Services Associate
Posted today
Job Viewed
Job Description
We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career!As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!Responsibilities of the Client Services Associate:Deliver exceptional customer service by assessing customer needs with a professional and positive attitudeBuild and maintain client accounts by fostering lasting relationships through direct engagementsReviewing customer interactions with management and contributing to any feedback for improving customer service experiencesStay knowledgeable about all products and services to confidently address client questionsParticipate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunitiesWhat We Offer as a Client Services Associate:Extensive and ongoing one-on-one training designed for Client Services AssociatesOpportunities for community and charity involvementFlexible scheduling for a balanced life between work & lifeEducational & informative meetings with senior team members to enhance your customer service skillsTransparent career paths based on performanceQualifications of a Client Services Associate:High school diploma or experience relevant to a Client Services Associate roleA positive attitude and the ability to adapt to work with diverse people and teamsStrong teamwork skills and a commitment to helping clients succeedBackground in retail, restaurant, sales, or related fields is a plusA drive for leadership and a willingness to grow within the companyIf you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity
Client Services Associate
Posted today
Job Viewed
Job Description
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 skills
Knowledge of financial markets and investment products
Proficiency in financial software and CRM systems
Excellent communication and attention to detail
Ability to work accurately under pressure
Client Services Associate
Posted today
Job Viewed
Job Description
We are looking to fill an immediate need for a Client Services Associate to join our dynamic team. This position favors individuals who have exceptional people skills and a passion for customer service. No prior experience is required; we provide you with ongoing training to keep you up to date with the latest trends & give you the best opportunity to grow your career!As a Client Services Associate, your role will be vital in creating and sustaining positive relationships with our clients while delivering extraordinary customer service. This role offers a hands-on approach that specializes in customized consumer interactions to drive our client base and overall satisfaction!Responsibilities of the Client Services Associate:Deliver exceptional customer service by assessing customer needs with a professional and positive attitudeBuild and maintain client accounts by fostering lasting relationships through direct engagementsReviewing customer interactions with management and contributing to any feedback for improving customer service experiencesStay knowledgeable about all non-profit goals to confidently address client questionsParticipate in cross-departmental training to shine as a Client Services Associate and reveal serious advancement opportunitiesWhat We Offer as a Client Services Associate:Extensive and ongoing one-on-one training designed for Client Services AssociatesOpportunities for community and charity involvementFlexible scheduling for a balanced life between work & lifeEducational & informative meetings with senior team members to enhance your customer service skillsTransparent career paths based on performanceQualifications of a Client Services Associate:High school diploma or experience relevant to a Client Services Associate roleA positive attitude and the ability to adapt to work with diverse people and teamsStrong teamwork skills and a commitment to helping clients succeedBackground in retail, restaurant, sales, or related fields is a plusA drive for leadership and a willingness to grow within the companyIf you're ready to start a rewarding career as a Client Services Associate and have a passion for customer service, we are here for you! Apply today and take the first step in an exciting journey of growth and opportunity!
Client Services Coordinator
Posted 1 day ago
Job Viewed
Job Description
Location : Fort Lauderdale, FL (Onsite only must reside in South Florida)
Schedule : Full-time | MondayFriday | 9 : 00 AM5 : 00 PM
About MAHCS
Multicultural Alliance Health Care Solutions, Inc. (MAHCS) is a behavioral health agency committed to providing high-quality, culturally competent services to the diverse residents of Broward County. Our mission is to eliminate barriers to mental health care through bilingual staffing, community-based services, and a trauma-informed approach.
Position Summary
We are seeking a friendly, outgoing, detail-oriented Client Services Coordinator to support our intake, referral, and documentation processes. You'll help ensure timely access to care for clients, communicate with referral sources and guardians, and maintain accurate records. If you thrive in a people-centered environment, this role is for you.
Key Responsibilities
- Process new referrals and assign intakes within 24 hours
- Coordinate and document all new intakes and readmissions
- Communicate with families and referral sources regarding services and next steps
- Maintain documentation in our EHR and ChildNet portal
- Track treatment plans, consent forms, and funding status
- Run weekly / monthly reports and support discharges as needed
- Provide high-quality customer service and follow up on client contact and appointment status
Ideal Candidate
- Outgoing and people-oriented; confident communicating with families and stakeholders
- Strong attention to detail and follow-through
- Comfortable balancing multiple tasks and priorities
Requirements
- High school diploma or equivalent
- 12 years experience in healthcare or behavioral health admin, preferred
- Proficient in Excel and Microsoft Office
- Excellent organizational, communication, and follow-up skills
- 18$20 / hour, based on experience
- 9 paid holidays, PTO, sick leave, and personal days
- Medical insurance (50% premium paid for FT staff)
- Growth opportunities within intake and QA
Other Details
- Drug-free workplace
- Background check required
Equal Opportunity Employer
MAHCS values diversity and is committed to equal opportunity for all applicants. Employment is at-will and based on qualifications and business needs.
Create a job alert for this search#J-18808-Ljbffr
Client Services Coordinator
Posted 2 days ago
Job Viewed
Job Description
This req will be released today, 10/30 at 5pm CST and will go on hold 11/1 at 2:30pm CST.
Req ID: 11760-1 Title: Client Services Coordinator Job Family: Sales/Brokerage Background Package: CBRE Standard Package-No Drug Test Pay Rate: $24.00 - $27.50 Hours: 8-5pm Remote/Hybrid/In-Person: In-Person Location: 401 E Las Olas Blvd., Suite 1500, Fort Lauderdale, FL 33301 Assignment Duration: End of year Potential to convert to FTE, If so, what rate: yes, not at this time Resource's typical working day: Following up with brokers
Comfortable with numbers and putting together vouchers
Ordering signage for properties
Putting together tour books and surveys
Putting together email marketing campaigns
Will actively be using InDesign, photoshop and illustrator - Approximately 50% of time
Previous commercial real estate experience would make for a top candidate Years of Experience needed: 3+ years Level of Education: H.S Diplom Systems/Software proficiencies: 2 years of InDesign and Microsoft Office Suite experience is preferred
photoshop and illustrator experience would be preferred Certifications/Licenses: n/ Top Must have Skills: Communication
Dependable
Creative
Attention to Detail - Very Important
Professional Demeanor Top Nice to have Skills: Previous commercial real estate experience would be AMAZING! Along with an associate or bachelor's degree Interview Process: 1 in-person interview
Be The First To Know
About the latest Customer service representatives Jobs in Miami !
Client Services Specialist
Posted 2 days ago
Job Viewed
Job Description
This role is responsible for providing general administrative support to an office or group of sales professionals including helping the team with business plan objectives. This includes preparing proposal, presentation, and communication materials and coordinating the distribution of internal and external marketing information.
What You'll Do:
- Capture documentation to complete voucher forms and process Brokers commission payments.
- Support Sales team members in the implementation of business strategies.
- Perform client property tours, resolve client issues, and reply to client pricing inquiries.
- Assist in the strategy and creation of marketing particular properties.
- Serve as a point of contact for the sales team for information requests.
- May source properties and/or clients by researching local and national databases. Track and report on replies and communications from sourcing activities.
- Build and produce property marketing campaigns that include property information materials. This includes the design of flyers, property brochures, and proposals. Develop comparable market analyses and targeted mailing lists.
- Maintain and update marketing database systems, intranet, and external website.
- Collect and analyze data to identify and address sophisticated problems. May recommend new techniques.
- Impact own team and other teams whose work activities are relatable.
- Suggest improvements to processes to increase the efficiency of the team objectives.
- Assess and communicate difficult content in a concise and logical way. Identify and respond to conflicting demands.
- Comprehend instructions, communications, and memos and ask questions to ensure comprehension, write routine reports and correspondence.
To perform this job successfully, an individual will need to perform each crucial duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform essential functions.
- High school diploma required
- 3 years in an administrative role working with professionals
- 2 years in the Real Estate industry.
- Active state real estate license preferred.
- Ability to present information to a large group of employees.
- Ability to calculate figures such as percentages, discounts, and commissions and conduct basic financial analysis. Must know how to abstract a lease. Requires knowledge of financial terms and concepts.
- Requires sophisticated detailed and quantitative skills.
- Experience with Microsoft Office Suite, internet research and web publishing skills and ability to edit basic templates in Power Point and/or InDesign.
- Ability to thrive in a fast-paced environment of continuous change.
Applicants must be currently authorized to work in the United States without the need for visa sponsorship now or in the future.
Why CBRE?
When you join CBRE, you become part of the global leader in commercial real estate services and investment that helps businesses and people thrive. We are dynamic problem solvers and forward-thinking professionals who create significant impact. Our collaborative culture is built on our shared values - respect, integrity, service and excellence - and we value the diverse perspectives, backgrounds and skillsets of our people. At CBRE, you have the opportunity to realize your full potential.
Our Values in Hiring
At CBRE, we are committed to fostering a culture where everyone feels they belong. We value diverse perspectives and experiences, and we welcome all applications.
We offer a competitive compensation package, complete with benefits (Medical/Dental/Vision/401(k)/Disability/Paid holidays/vacation).
Equal Employment Opportunity: CBRE has a long-standing commitment to providing equal employment opportunity to all qualified applicants regardless of race, color, religion, national origin, sex, sexual orientation, gender identity, pregnancy, age, citizenship, marital status, disability, veteran status, political belief, or any other basis protected by applicable law.
Candidate Accommodations: CBRE values the differences of all current and prospective employees and recognizes how every employee contributes to our company's success. CBRE provides reasonable accommodations in job application procedures for individuals with disabilities. If you require assistance due to a disability in the application or recruitment process, please submit a request via email at or via telephone at +1 (U.S.) and +1 (Canada).
Client Services Associate - Bilingual
Posted today
Job Viewed
Job Description
Join a fast-growing private wealth management team (RIA / family office) managing approximately $1bb in AUM, with a firm AUM of $10bb+. Our client is seeking an experienced (2+ years), bilingual Client Services Associate to join their large and fast-growing Registered Investment Advisor.
This position offers the opportunity to work with clients in support of the firm's Portfolio Managers, ensuring the smooth functioning of all non-trading processes, where your bilingual (English + Spanish) capabilities will be essential. You'll play a key role in the success of the firm as the contact for all service-related needs.
Responsibilities
- Interacting with banking and other counterparty relationships to solve operational issues.
- Opening new accounts with various banks, reviewing fund subscription documents, and preparing due diligence requests.
- You will provide exceptional service and flawless execution on client requests and transactions.
- Full fluency in Spanish and English is required
- 2+ years of experience within a financial services firm covering client operations or client services
- Proven ability to work independently and adapt to evolving team dynamics
- Strong knowledge of Excel, Word and Powerpoint
- Excellent analytical and problem-solving skills
- Extreme attention to detail and accuracy skills
- Great communication skills
This role provides an excellent opportunity to grow with an emerging team in the private wealth space, where your contributions will have direct impact on the team's success and development.
All applications will be handled with complete confidentiality and will never be shared with any third-parties without your explicit consent.
Ascendo is a certified minority owned staffing firm, and we welcome and celebrate diversity. Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law.
Contact information
Tim Parker