Client Services Representative

33646 Tampa, Florida National Veterinary Associates

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The Client Services Specialist is an invaluable member of the hospital team who works directly with a Hospital Manager and supporting medical staff to provide exceptional customer service while maintaining a smooth and efficient flow of clients and p Client Service, Representative, Hospital, Retail, Client, Patient

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CLIENT SERVICES COORDINATOR

33646 Tampa, Florida FirstLight Home Care

Posted 15 days ago

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Description:***Our office is fast-growing: This role is set to develop into senior office team in near future with increased pay and benefits***FirstLight Home Care is a leading family-owned franchise providing services in North Tampa Bay area and East/West Pasco. Seeking experienced CLIENT SERVICES COORDINATOR for our North Tampa Office. We are part of national leading non-medical home care organization with nationwide offices in 40 states serving more than 7,000 clients with dedicated staff of more than 7,500. Our mission: Extraordinary People, Exceptional Care!SALARY/BENEFITS: Pay Range: $16.00 - $8.00 per hour plus 2,400 to 4,560 annual bonus on office performance and on-call afterhours total compensation to 35,680 to 42,000/annually. Monthly bonus on-call rotation 2 weeks out the month and Performance Bonus! Paid Vacation, Paid Holidays, Excellent work-life balance /hybrid work from home and office options. LOCATION: North Tampa/Wesley Chapel Office.SCHEDULE: Mon to Fri 8:30am to 4:30pm, after-hours on-call rotation support.SUMMARY: Ideal Candidate will have minimum one-year prior experience to include home care scheduling/and or client care coordination with in-take/in-home client visitation with excellent communication and problem-solving skills preferred. The CLIENT SERVICES COORDINATOR works closely with Office Administrator and team is responsible for overseeing the client/ caregiver scheduling process and associated coordination. The ideal candidate has terrific phone and computer skills, maintains positive attitude, partners with team, can anticipate needs and maintains excellent problem-solving skills for FirstLight Home care clients and caregivers. ESSENTIAL DUTIES INCLUDE: •Understands and adhere to established FirstLight Home Care policies and procedures•Uses Clearcare system to schedule client care service visits according to care plans and caregiver availability•Maintains proper staffing levels to ensure coverage for all clients while assisting office team with caregiver recruiting outreach and support on-site orientation.•Verifies daily visits data for client schedules and finalizes visits in ClearCare online program. •Completes in-take on prospects/new client in-bound calls, coordinates services with FirstLight provider partners, clients, and caregivers.•Discern client services required as outlined in agreements, urgent requests, and swift changes. •Maintain caregiver and client files/and database to include employee assessments, dates and reminders of caregiver certification, client admission, appointments, and discharge•Perform general office duties including correspondence, files, mailings, back up PPE Kits, etc.•Rotating weekly On-call (shared with office Team) after hours and weekends to manage emergencies, scheduling issues and client referrals/intakes etc. •Partner with Administrator on counseling, quality care improvements, caregiver orientation•Stay current with changing technology, including software programs•Uphold, support, and promote all company policies and proceduresESSENTIAL SKILLS & PERSONALITY MATCH FOR SUCCESS IN THIS ROLE: •English and Spanish Speaking Preferred.•Problem solving skills/Self-sufficient/Take-initiative and provide options.•Independent working skills/self-managing skills/reliable and upholds good character/ethics.•Great communication, written & verbally •Must possess sound judgment and critical thinking skills, ability to self-initiate•Teamwork and customer service oriented •Must be able to manage multiple details, tasks and decision-making abilities under busy and stressful working conditions •Adhere to all HIPAA privacy regulations•Computer skills required including but not limited to MS Office, MS Excel and current knowledge in Home Care scheduling program. FIRSTLIGHT HOME CARE OFFERS GREAT WORKING SUPPORT, EXCELLENT TEAMWORK, POSITIVE WORK-LIFE BALANCE, COMPETITIVE PAY, PAID VACATION, SICK TIME, ONGOING TRAINING & CAREER DEVELOPMENT PLUS OTHER BENEFITS: PERFORMANCE BONUS AND MORE.Requirements:QUALIFICATIONS•MUST have 1 - 2 years minimum experience as Client Care Service Coordination/Scheduling•Problem solving skills•Independent working skills•Good communication, written & verbally •Must possess sound judgment and critical thinking skills, ability to self-initiate•Team and customer service oriented •Must be able to manage multiple details, tasks, and decision-making abilities in a fast-paced environment•Adhere to all HIPAA privacy regulations•MUST BE computer efficient including but not limited to MS Office, MS Excel * Spanish-English written and spoken preferred but not required.

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Client Services Associate

33646 Tampa, Florida Care Options For Kids

Posted 15 days ago

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Care Options for Kids connects leading pediatric specialists with families to provide best-in-class pediatric therapy, nursing, and school-based services. We seamlessly integrate into children's lives by bringing individualized care to children where they live, work, and play. Our pediatric specialists are committed to providing high-quality pediatric services that help children and families live their best lives. We empower our community of clinicians to meet children where they are by providing the support and resources necessary to decrease administrative burdens. This focus allows our clinicians to obtain optimal work-life balance. We are looking forcritical thinker and proactive Client Service Associate in our Tampa, FL office that shares our dedication to quality and our genuine concern for the comfort and dignity of our clients. Position Types Available: Full-Time, In Office Client Service Associate responsibilities include: Coordinates and schedules referrals for new and existing home care services. Provides continuity of care in coordinating referrals. Communicates to each caregiver all pertinent information regarding client care. Keeps caregiver calendars and client information accurate and current. Communicates to the departmental Director all pertinent information regarding client/caregiver issues. Routinely interact with personnel such as clients, family members, and care managers to facilitate home care services. Comprehensive Ability to: Exhibit an eagerness to work in a team-based environment, while taking independent responsibility for all referrals received. Accept changes in duties or new assignments with a positive attitude in a fast-paced environment. Work with a sense of urgency while maintaining a high level of detail. Use language that consistently reflects a thorough understanding of the home care industry. Qualifications: High School Diploma or GED required; college degree is preferred. Previous experience in recruiting, scheduling, or sales preferred. Strong computer skills with proficient knowledge of Microsoft Word, Outlook, and Excel required. Must possess strong interpersonal and customer service skills. Must be able to solve complex problems and function effectively in a fast-paced work environment. Ability to read, write and communicate in English. Bilingual (Spanish/English) preferred. What we Offer: A supportive and collaborative work environment. Opportunity to Join a Rapidly Growing, Fast-Paced Organization! Comprehensive benefits package, including health, dental, and vision insurance. Generous Paid Time Off 401K A chance to make a meaningful impact in the lives of children and families. Wage Range: Full-Time, In Office: $21 to $25/hour *Compensation dependent on experience. Location: 3710 Corporex Park Drive, Tampa, FL 33619 If you are the best at what you do, and are ready to work with an innovative, positive and supportive organization, please contact us today. Care Options For Kids is an equal opportunity employer. The Equal Employment Opportunity Policy of Care Options For Kids is to provide a fair and equal employment opportunity for all associates and job applicants regardless of race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. Care Options For Kids hires and promotes individuals solely on the basis of their qualifications for the job to be filled. Care Options For Kids believes that associates should be provided with a working environment which enables each associate to be productive and to work to the best of his or her ability. We do not condone or tolerate an atmosphere of intimidation or harassment based on race, color, religion, national origin, gender, sexual orientation, age, marital status or disability. We expect and require the cooperation of all associates in maintaining a discrimination and harassment-free atmosphere. *Restrictions Apply

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Client Services Associate

33747 St. Petersburg, Florida Catalent Pharma Solutions

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**Client Services Associate**
**Position Summary**
Catalent, Inc. is a leading global contract development and manufacturing organization (CDMO) whose mission is to develop, manufacture, and supply products that help people live better and healthier lives. Catalent is dedicated to delivering unparalleled service to pharma, biotech, and consumer health customers, supporting product development, launch, and full life-cycle supply. With time-tested experience in development sciences, delivery technologies, and multi-modality manufacturing, Catalent supports the acceleration of development programs and the launch of more than a hundred new products every year. Powered by thousands of scientists and technicians and the latest technology platforms at more than 40 global sites, Catalent supplies billions of doses of life-enhancing and life-saving treatments for patients annually.
St. Petersburg is our primary softgel development and manufacturing facility in North America with a capacity of 18 billion capsules per year. The featured RP Scherer softgel technology is a proven oral drug delivery solution to enhance bioavailability of poorly soluble Rx and OTC drug candidates. Non-gelatin based OptiShell® and Vegicaps® capsules expand the range of molecules into softgel, ideal for challenging fill formulation. Within the Catalent network, we offer a broad range of integrated formulation.
The Client Services Associate is responsible for ensuring the successful and timely coordination, planning, scheduling and completion of customer orders. The Client Services Associate will act as the key contact and liaison to manage pre-assigned customer accounts ensuring customer satisfaction by effectively communicating and helping to meet the customer's requirements.
Regular working hours: Monday -Friday, 8:00 AM-4:30 PM or 8:30 AM-5:00 PM with a 30-minute unpaid lunch
This position is 100% on-site at the St. Petersburg site.
Catalent is committed to a Patient First culture through excellence in quality and compliance, and to the safety of every patient, consumer and Catalent employee.
**The Role**
+ Act as primary customer/site contact for assigned accounts
+ Work with Sales as site specialist to help opportunity business become firm
+ Communicate schedules, issues and proactive updates
+ Interacts with internal personnel as customer's advocate, proactively managing problems, driving decisions.
+ Responsible for working with customer on customer supplied components,
+ customer supplied information and obsolete inventory. Works internally to
+ ensure customer owned API is forecasted and delivered on time, escalates to the customer if potential issues. Communications and/or negotiates start and promise dates.
+ Accurately enters Customer's order into JDE within 24 hours of receiving the order
+ Responsible for updating customers monthly forecasts into planning spreadsheet and firm commitments
+ Perform other duties as assigned.
**The Candidate**
+ Bachelor's degree in business management or Sales and Marketing or related field is required.
+ 3+ years customer service, sales or project coordination experience is preferred.
+ Must possess and demonstrate motivational and leadership qualities, along with excellent verbal, written, and interpersonal communication skills.
+ Must exhibit strong problem-solving and analytical abilities, be well-organized, detail-focused, and capable of multitasking while prioritizing workloads under pressure.
+ Must effectively interact with diverse individuals and personalities across departments and demonstrate proficiency in computer literacy, including MS Office, spreadsheets, and ERP systems (JDE preferred).
+ Knowledge and experience in CGMPs are desirable.
+ Individual may be required to sit, stand, walk regularly and occasionally lift to 15 pounds; no lifting greater than 44.09 pounds without assistance
+ Be accessible to the manufacturing floor and office staff and use the required office equipment.
+ Specific vision requirements include reading of written documents and use of computer monitor screen.
**Why You Should Join Catalent**
+ Tuition Reimbursement - Let us help you finish your degree or earn a new one!
+ WellHub program to promote overall physical wellness.
+ 152 hours of PTO + 8 paid holidays.
+ Medical, dental and vision benefits effective day one of employment.
+ Defined career path and annual performance review and feedback process.
+ Diverse, inclusive culture. Several Employee Resource Groups focusing on D&I. Community engagement and green initiatives.
+ Dynamic, fast-paced work environment.
+ Positive working environment focusing on continually improving processes to remain innovative.
+ Potential for career growth on an expanding team within an organization dedicated to preserving and bettering lives.
+ Perkspot - offers exclusive or private discounts from approximately 900+ merchants in a wide array of categories.
**Catalent offers rewarding opportunities to further your career!** Join the global drug development and delivery leader and help us bring over 7,000 life-saving and life-enhancing products to patients around the world. Catalent is an exciting and growing international company where employees work directly with pharma, biopharma and consumer health companies of all sizes to advance new medicines from early development to clinical trials and to the market. Catalent produces more than 70 billion doses per year, and each one will be used by someone who is counting on us. Join us in making a difference.
personal initiative. dynamic pace. meaningful work.
Visit Catalent Careers ( to explore career opportunities.
Catalent is an Equal Opportunity Employer, including disability and veterans.
If you require reasonable accommodation for any part of the application or hiring process due to a disability, you may submit your request by sending an email, and confirming your request for an accommodation and include the job number, title and location to . This option is reserved for individuals who require accommodation due to a disability. Information received will be processed by a U.S. Catalent employee and then routed to a local recruiter who will provide assistance to ensure appropriate consideration in the application or hiring process.
Notice to Agency and Search Firm Representatives: Catalent Pharma Solutions (Catalent) is not accepting unsolicited resumes from agencies and/or search firms for this job posting. Resumes submitted to any Catalent employee by a third party agency and/or search firm without a valid written & signed search agreement, will become the sole property of Catalent. No fee will be paid if a candidate is hired for this position as a result of an unsolicited agency or search firm referral. Thank you.
Important Security Notice to U.S. Job Seekers:
Catalent NEVER asks candidates to provide any type of payment, bank details, photocopies of identification, social security number or other highly sensitive personal information during the offer process, and we NEVER do so via email or social media. If you receive any such request, DO NOT respond- it is a fraudulent request. Please forward such requests to for us to investigate with local authorities.
California Job Seekers can find our California Job Applicant Notice HERE ( .
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Client Services Representative - Remote

33646 Tampa, Florida Viridian Staffing

Posted 15 days ago

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Job DescriptionDo you have a background in recruiting or human resources and have an interest in becoming a part of a fast growing industry? Viridian Staffing is hiring a Client Services Representative, who will partner closely with the Recruiting and Business Development to serve our customers by building solid relationships to achieve partnership goals. Founded in 2013, Viridian Staffing ( is the original, professional staffing, recruiting, and HR consulting firm solely dedicated to organizations in and supporting the commercial, medical, and industrial cannabis / hemp industry.In this role, you'll work closely with the Business Development team in sales presentations and with the Recruiting Team to assist with any analysis of the Client's needs. Using your exceptional customer service skills, you'll help to manage and grow relationships with the Client. As the conduit between the Talent Acquisition team and the Client, you will connect frequently with the Client to ensure all SLA's are met. With your drive and can-do attitude, you will have ample opportunity to grow at Viridian. You also have a growth mindset and are excited to learn from some of the best Recruiters globally, while getting the opportunity to partner with and represent them.You bring with you a Bachelor's degree or higher in Human Resources, Business Administration, or similar business related degree OR 1+ year of experience in recruiting, staffing, or human resources. If you don't have experience in recruiting, staffing or human resources, ideally you have 1+ year of experience in the cannabis industry. Ideally you will also have experience in either sales or customer service. You should have experience with Google (G-suite) products, Microsoft Word / Excel and be very comfortable using LinkedIN. Ideally, you'll also have experience using a CRM system. This is a remote position, so you should have suitable space for a home office free from disruptions. Part-time may be considered for the right candidate.Viridian Enterprises LLC is an Equal Opportunity Employer. Viridian does not discriminate on the basis of race, color, religion, national origin, gender, sexual orientation, gender identity, gender expression, age, veteran status, physical or mental disability, Marital status, genetic information, or any other status protected under federal, state, or local law.If you need assistance or an accommodation due to a disability, you may contact us at recruiting at viridianstaffing.com

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Senior Client Services Coordinator

33646 Tampa, Florida Colliers

Posted 15 days ago

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Make your next move an expert one.At Colliers it's not our success that sets us apart, it's how we achieve it. Our people are passionate, take ownership and always do what's right for our clients, people and communities.Why Colliers?Our enterprising environment needs your expertise to facilitate Colliers' continued growth as an industry leader. Our nimble, decentralized culture can provide you with a wealth of opportunities to learn about our business and quickly gain experience to accelerate your career.***This position is an Onsite role based out of our Tampa, FL. office.***About youWe're on the lookout for a dynamic Senior Client Services Coordinator who thrives on providing top-notch support to brokers and clients alike!As a Senior Client Services Coordinator, you're at the forefront of the action, delivering exceptional support to a team of brokers. From project management to marketing wizardry, you're the go-to guru for all things real estate. You have a passion for proposal creation and presentation. You're ready to tackle any client-facing challenge, or transaction administration task that comes your way.In this role, you will.Balance multiple activities and projects at a time for multiple members of the team, and track action items.Participate in management and coordination of transaction and due diligence processes. entering deal sheets, submitting completed trade record, and supporting paperwork.Execute marketing campaigns, including scheduling campaigns, maintenance of mailing lists, and running campaign reports.Create marketing flyers and update as needed to show changes in project. Update Brokers' recent transactions on applicable websites.Monitor competitor research and data collection, and liaise with appropriate departments to obtain data, such as company and title searches, and property particulars (e.g. financial, marketing, research).Coordinate market reports and conduct basic comparative analyses. Develop pitches and presentations for a varied range of clients and brokersWhat you'll bring3+ years of relevant experience.Bachelor's degree preferably in Real Estate, Business, Marketing, or similar field.Proficiency in Adobe InDesign and MS Office Suite (Word, Excel, PowerPoint, Outlook)Ability to work under pressure, deal with multiple deadlines, effectively handles stressful situations, and work with minimal direction/supervision.Excellent communication (follow-through and follow-up) skills, and ability to meet commitments and deadlines.#LI-SD1#LI-OnsiteMake your next move an expert one and join us as we lead the industry into the future.Applicants must be currently authorized to work in the United States on a full-time basis. The employer will not sponsor applicants for work visas.Direct applicants only please, no agencies.Colliers respects diversity and is an equal opportunity employer. No employee or applicant for employment will be discriminated against on the basis of any actual or perceived membership in any protected category including race, color, creed, religion, national origin, ancestry, citizenship status, age, sex or gender (including pregnancy, childbirth, related medical conditions and lactation), gender identity or gender expression (including transgender status), sexual orientation, marital status, military service and veteran status, disability, protected medical condition as defined by applicable state or local law, genetic information, or any other characteristic protected by applicable federal, state, or local laws and ordinances. If you are a qualified applicant who requires reasonable accommodation to complete a job application, pre-employment testing, a job interview or to otherwise participate in the hiring process, please contact for assistance.

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Lead Client Services Specialist

34243 Sarasota, Florida Suncoast Veterinary Emergency & Specialty Center

Posted 15 days ago

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Description Position at Suncoast Veterinary Emergency & Specialty Center Suncoast Veterinary Emergency & Specialty Center, located in Sarasota, Florida, is expanding the Client Services Team to better serve our clients and patients! We are currently seeking a Lead Client Services Specialist to support the day-to-day operations of the front desk team and partner with hospital leadership in delivering exceptional client and patient experience.Our staff is closely aligned and committed to providing the highest quality of care to our patients and their families. Highly motivated candidates who are able to multitask and maintain a steady work pace are desired. Our ideal team members will work quickly and efficiently, with outstanding communication skills. Someone who has a strong work ethic, drive, and good follow-through will be the perfect addition to our customer-centered Client Services team.This role will also provide broader operational support in areas such as scheduling, financial processes, internal system coordination, and occasional collaboration with hospital leadership on initiatives that support our clients, referring veterinarians, and community presence.Applicants must be able to work varied shift hours, including nights, weekends, and holidays. Candidates ideally should have front desk experience in the veterinary field. They must also be able to communicate effectively with clients and coworkers, deliver exceptional customer service, show empathy and compassion for our clients and patients, have excellent phone skills, and be able to efficiently multitask. Proficiency with AVImark Veterinary Software is highly desired!Our pay is beyond competitive, and we have an outstanding benefits package, including health insurance, 401k, employee pet healthcare discounts, uniforms, double time pay for working holidays, night and weekend shift pay differential and more! Required qualifications:A professional manner and appearance are essentialHigh school diploma or GEDTwo (2) years of experience working in customer serviceAbility to work nights, weekends, and some holidays if neededPreferred qualifications:One (1) year or more of experience working in veterinary customer serviceAssociate's degree or higher, or equivalent work experienceVeterinary practice software proficiency in AVImarkPrior experience in a lead, trainer, or supervisory capacity is a plusSchedule:Evenings, weekends, and nightsFull-timeThis position requires excellent customer service skills and the ability to remain calm and focused in emergency situations. The Lead Client Services Specialist greets clients, checks in their beloved pets, and helps assess the urgency of each case. They must maintain a professional, compassionate demeanor at all times.The Lead Client Services Specialist also serves as a key point of contact between the medical team and the client. They accurately enter patient and client information, process deposits and payments, and ensure the front desk, lobby, and exam rooms remain clean and organized. Most importantly, they provide empathetic support and clear communication to our clients during what can often be very stressful moments.Benefits: Complimentary Short-Term Disability Complimentary Life Insurance; with options to purchase additional voluntary benefits for self or family Company Sponsored Employee Assistance Program (Headspace) 401K with 100% company match up to 3% and 50% company match up to 5%, eligible after 6 months of employment United Health Care UMR Insurance Plans with 3 tiered options Flexible Spending Account or Health Savings Account options United Healthcare Dental Insurance; includes a 100% paid premium option for team members United Healthcare Vision Insurance options Long Term Disability option (paid for by employee) Progyny-Fertility and Family Building Support (up to $10,000 per attempt/ $30,000max) Team Member Discounts for Pet Care Paid time off - inclusive of sick, personal, and vacation LGBTQIA+ support with FOLX HEALTHCARE (if UMR enrolled)Sword Digital Musculoskeletal & Physical Therapy Program (if UMR enrolled)Referral Bonus ProgramDailyPay on DemandUnited Veterinary Care provides equal employment opportunities to all employees and applicants for employment in all job classifications without regard to race, color, religion, age, mental disability, physical disability, medical condition, gender, sexual orientation, genetic information, ancestry, marital status, national origin, veteran status, and other classifications protected by applicable state and local non-discrimination laws.

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Financial Center Client Services Representative

34243 Sarasota, Florida Liberty Savings Bank FSB

Posted 12 days ago

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Job Type Full-timeDescriptionThis position is located at our Lakewood Ranch location.Provides superior service to bank customers by performing banking transactions, opening new accounts and expanding customer relationships.Essential Functions:Maintains and balances a cash drawer, performs ATM and assists with end of night balancing.Receives, posts, pays out funds, balances and proofs customer accounts.Opens new accounts for checking, savings, business accounts, IRA, etc.Identifies customer needs and recommends specific products and/or services by use of CNA process.Expands customer relationships by making appropriate referrals, such as investments, mortgage and commercial loans and handling consumer loans by taking applications and assisting with processing.Maintains and balances cash drawer.Accepts and posts credit card and loan payments and payoffs.Performs account research and problem solving as needed.Cross-trains in other areas of the financial center, such as ATM, Vault, Savings Bonds, Safe Deposit, Wire Transfers, other ancillary services and assists with opening and closing financial center.Contributes to the achievement of financial center sales/service goals by meeting/exceeding individual goals.Upholds customer satisfaction by supporting external and internal customers and answering questions/requests in a timely manner.Maintains customer confidence and protects operations by following the Privacy Policy and keeping information confidential.Complies with the bank procedures and follows regulatory/operational/security guidelines. Adheres to the Check Handling Agreement. Successful Mystery Shop scores. Minimal bank monetary losses.Secondary Functions:Makes tele-consulting as necessary.Provides support by performing clerical duties, such as answering telephone, maintaining accurate records, faxing, copying and filing.Contributes to the team effort by performing other job-related duties as assigned. RequirementsStandards:Proficient in technical processing of all phases of the CSR I position (transactions, opening/closing, new accounts opening, savings, DDA, Commercial DDA, CDs, IRA's, balancing ATM, Safe Deposit processing), balances at 90% or better and assist in finding outages as evidenced by management observation and balancing documentation. *Embraces the "ASK" program and strives to achieve personal sales goals (referrals) as evidenced by sales reports and tracking forms. *Demonstrates proficiency with ERB process through audit of the CNA folders. *Demonstrates excellent customer service/sales skills both in person and on telephone as evidenced by management observation. *Good understanding of all areas of compliance regulations (Reg. CC, Reg. E, TISA, Privacy Act, BSA, etc.) as evidenced by absence of regulation violations.Must have completed and passed all mandatory training sessions, classroom, CBT and self-study as scheduled by manager within specified timelines or as classes are available.Answers calls within 3 rings and returns phone calls or follows up on requests and/or questions within 24-hours.Maintains regular attendance and punctuality as evidenced by attendance records.Proficient in consumer loan processing (application and basic processing) as evidenced by minimal errors reported by Consumer Lending Quality Control and management observation.Physical Demands:Talking-Ability to express or exchange ideas by means of the spoken word.Hearing-Ability to receive detailed information through oral communication.Seeing-Ability to view a computer screen for an extended period of time and/or identify individuals visually.Standing-Ability to stand on feet for long periods of time.Walking-Ability to use feet and legs to move from one place to another specifically in narrow/confined spaces.Finger dexterity-Ability to work with fingers for handling coins or other small objects and use a keyboard.Reaching-Ability to extend hand/arms in any direction to move/handle objects.Lifting-Ability to lift and/or move up to 25 pounds.Knowledge, Skills and Abilities:High school diploma or equivalent required.Minimum 1 year customer service or cash handling experience/skills required.Able to communicate with individuals at all levels, provide superior customer service, and work well with others is required.Able to demonstrate a professional courteous manner, present a well-groomed, business-like appearance and use proper telephone etiquette/grammar is required.Able to work a flexible schedule and skills in accuracy, cash handling, and math are required.Basic computer skills and the ability to learn industry-related software are required.An Equal Employment Opportunity Employer/Minorities/Females/Veterans/Disabilities PM19

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Wealth Management Client Services Rep.-2nd Shift

33603 Tampa, Florida Bank of America

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Wealth Management Client Services Rep.-2nd Shift
Tampa, Florida
**To proceed with your application, you must be at least 18 years of age.**
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**To proceed with your application, you must be at least 18 years of age.**
Acknowledge ( Description:**
Merrill Wealth Management is a leading provider of comprehensive wealth management and investment products and services for individuals, companies, and institutions. Merrill Wealth Management is one of the largest businesses of its kind in the world specializing in goals-based wealth management, including planning for retirement, education, legacy, and other life goals through investment advice and guidance.
Merrill's Financial Advisors and Wealth Management Client Associates help clients pursue the life they envision through a personal relationship with their advisory team committed to their needs. We believe trust comes from transparency. Our trusted advisory teams are equipped with access to the investment insights of Merrill coupled with the banking convenience of Bank of America.
At Merrill, we empower you to bring your whole self to work. We value diversity in our thoughts, business, and within our employees and clients. Our Wealth Management team represents an array of different backgrounds and bring their unique perspectives, ideas and experiences, helping to create a work community that is culture driven, resilient, results focused and effective.
**Job Description:**
This job is responsible for providing exceptional customer service to clients in an inbound call center environment. Key responsibilities include receiving calls from clients, branch offices, banking centers, and various internal associates and adhering to the bank's policies and procedures, while thinking critically to determine the best course of action to resolve the issue at hand. Job expectations include providing appropriate account maintenance and resolving client requests in a timely and accurate manner, while demonstrating empathy.
**Responsibilities:**
+ Navigates through multiple applications, systems, tools, and resources to clearly articulate complete and accurate information on client inquiries around retail, retirement, and brokerage account information
+ Handles escalated and complex inquiries on accounts with care, aiming to resolve concerns in a timely manner and deliver exceptional customer service
+ Manages risk by accurately authenticating clients, fully adhering to policies and procedures, and proactively identifying/escalating potential risk
+ Communicates effectively while offering empathy and demonstrating professionalism during all interactions with clients
+ Navigates multiple systems to migrate clients to on-line and self-service delivery channels that enable constant account access
+ **Work shift: Sunday-Thursday 11:30a-8pEST**
**Desired Qualifications:**
+ Experience in a call center and/or a financial/banking center
+ Customer service experience
**Skills:**
+ Account Management
+ Customer and Client Focus
+ Issue Management
+ Oral Communications
+ Active Listening
+ Adaptability
+ Problem Solving
+ Risk Management
+ Attention to Detail
+ Business Acumen
+ Valuation Ethics and Practice Standards
**Minimum Education Requirement:** High School Diploma / GED / Secondary School or equivalent
**Shift:**
2nd shift (United States of America)
**Hours Per Week:**
40
Bank of America and its affiliates consider for employment and hire qualified candidates without regard to race, religious creed, religion, color, sex, sexual orientation, genetic information, gender, gender identity, gender expression, age, national origin, ancestry, citizenship, protected veteran or disability status or any factor prohibited by law, and as such affirms in policy and practice to support and promote the concept of equal employment opportunity, in accordance with all applicable federal, state, provincial and municipal laws. The company also prohibits discrimination on other bases such as medical condition, marital status or any other factor that is irrelevant to the performance of our teammates.
To view the "Know your Rights" poster, CLICK HERE ( .
View the LA County Fair Chance Ordinance ( .
Bank of America aims to create a workplace free from the dangers and resulting consequences of illegal and illicit drug use and alcohol abuse. Our Drug-Free Workplace and Alcohol Policy ("Policy") establishes requirements to prevent the presence or use of illegal or illicit drugs or unauthorized alcohol on Bank of America premises and to provide a safe work environment.
Bank of America is committed to an in-office culture with specific requirements for office-based attendance and which allows for an appropriate level of flexibility for our teammates and businesses based on role-specific considerations. Should you be offered a role with Bank of America, your hiring manager will provide you with information on the in-office expectations associated with your role. These expectations are subject to change at any time and at the sole discretion of the Company. To the extent you have a disability or sincerely held religious belief for which you believe you need a reasonable accommodation from this requirement, you must seek an accommodation through the Bank's required accommodation request process before your first day of work.
This communication provides information about certain Bank of America benefits. Receipt of this document does not automatically entitle you to benefits offered by Bank of America. Every effort has been made to ensure the accuracy of this communication. However, if there are discrepancies between this communication and the official plan documents, the plan documents will always govern. Bank of America retains the discretion to interpret the terms or language used in any of its communications according to the provisions contained in the plan documents. Bank of America also reserves the right to amend or terminate any benefit plan in its sole discretion at any time for any reason.
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  30. gavel Government & Non Profit
  31. emoji_events Graduate
  32. health_and_safety Healthcare
  33. beach_access Hospitality & Tourism
  34. groups Human Resources
  35. precision_manufacturing Industrial Engineering
  36. security Information Security
  37. handyman Installation & Maintenance
  38. policy Insurance
  39. code IT & Software
  40. gavel Legal
  41. sports_soccer Leisure & Sports
  42. inventory_2 Logistics & Warehousing
  43. supervisor_account Management
  44. supervisor_account Management Consultancy
  45. supervisor_account Manufacturing & Production
  46. campaign Marketing
  47. build Mechanical Engineering
  48. perm_media Media & PR
  49. local_hospital Medical
  50. local_hospital Military & Public Safety
  51. local_hospital Mining
  52. medical_services Nursing
  53. local_gas_station Oil & Gas
  54. biotech Pharmaceutical
  55. checklist_rtl Project Management
  56. shopping_bag Purchasing
  57. home_work Real Estate
  58. person_search Recruitment Consultancy
  59. store Retail
  60. point_of_sale Sales
  61. science Scientific Research & Development
  62. wifi Telecoms
  63. psychology Therapy
  64. pets Veterinary
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