Current jobs related to Retirement and Benefits Client Service Representative - Tampa - Elite Electric and Air
-
Retirement Planning Advisor
7 days ago
Tampa, Florida, United States Empower Retirement Full timeElevate your professional journey with a dynamic organization At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering tailored wealth management solutions. Each team member plays a crucial role in positively impacting the lives of our clients. Job satisfaction is paramount, and you...
-
Retirement Planning Advisor
7 days ago
Tampa, Florida, United States Empower Retirement Full timeElevate your professional journey with a dynamic organization At Empower Retirement, we are dedicated to assisting individuals in achieving their long-term financial aspirations and offering tailored wealth management solutions. Each team member plays a vital role in enhancing the lives of our clients. With a focus on job fulfillment, you will find the...
-
Retirement Benefits Processor
4 weeks ago
Tampa, United States Zenith American Full timeTitle: Retirement Benefits Processor Department: Pension Position Type: Non-Exempt Hours per Week: 40Position Summary The Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with Company policies, regulatory...
-
Retirement Benefits Processor
3 months ago
Tampa, United States Zenith American Full timeJob DescriptionJob DescriptionTitle: Retirement Benefits Processor Department: PensionPosition Type: Non-Exempt Hours per Week: 40Position SummaryThe Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with...
-
Retirement Benefits Processor
3 months ago
Tampa, United States Zenith American Full timeJob DescriptionJob DescriptionTitle: Retirement Benefits Processor Department: PensionPosition Type: Non-Exempt Hours per Week: 40Position SummaryThe Retirement Benefits Processor performs technical and administrative duties associated with the processing and verification of participants' retirement benefit inquiries and applications in accordance with...
-
Client Representative
2 months ago
Tampa, United States Capstone Search Group Inc Full timeAbout the Role This innovative insurance company is looking to disrupt the group health market with a new approach to how healthcare is delivered. They are in growth mode in the state of Florida and looking for someone to help them with client service and account management efforts in the Tampa market. The ideal candidate will have extensive experience...
-
Client Services Representative
3 months ago
Tampa, United States Homeowners Choice Property & Casualty Insurance Company Full timeJob DescriptionJob DescriptionJOB SUMMARYHomeowners Choice currently has openings for Client Service Representatives with the opportunity to work hybrid/remote while living in the Tampa Bay area. We are looking for individuals with a strong customer service background, seeking a career in the property and casualty industry, and driven to become subject...
-
Client Services Representative
1 month ago
Tampa, United States Viridian Staffing Full timeJob 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....
-
Retirement Benefits Analyst
13 hours ago
Tampa, United States Depot Connect International Full timeJob DescriptionJob DescriptionDiscover a career at Depot Connect International (DCI), a global leader in the Tank/ISO Tank Container Services and Tank Trailer Parts industry. We're more than just a service provider; we're a unified team combining the expertise of industry leaders Quala, Boasso Global, and PSC. Headquartered in Tampa, Florida, with...
-
Client Services Representative
3 months ago
Tampa, United States Viridian Staffing Full timeJob Description Do 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. ...
-
First Impression Specialist
2 months ago
Tampa, United States Home Service Heroes Full timeHome Service Heroes in Tampa, FL is looking to hire a full-time or part-time (D1) First Impression Specialist / Customer Service Representative to act as the first line of contact for our clients and provide an impeccable first impression. Are you service-oriented? Do you want to work for a highly respected and stable company? Are you looking for a...
-
First Impression Specialist
2 months ago
Tampa, United States Home Service Heroes Full timeJob DescriptionJob DescriptionHome Service Heroes in Tampa, FL is looking to hire a full-time or part-time (D1) First Impression Specialist / Customer Service Representative to act as the first line of contact for our clients and provide an impeccable first impression. Are you service-oriented? Do you want to work for a highly respected and stable company?...
-
Customer Service Representative
3 weeks ago
Tampa, United States Universal Weather and Aviation Full timeCareer Opportunity in Business Aviation Customer Service Representative – Aviation (Sr. Mission Advisor) Location: Tampa, Florida Salary Range: $23 - $28/ hour About Universal Weather and Aviation Universal Weather and Aviation is a global community that provides or arranges aviation products and services for the business aviation industry. Our...
-
Client Service Representative
1 month ago
Tampa, United States Banfield Full timeClient Service Coordinator SUMMARY OF JOB PURPOSE AND FUNCTION The Client Service Coordinator ("CSC") drives the flow of clients and pets through the hospital, maximizes the productivity of the veterinary medical team, ensures good communication with associates and clients, and coordinates the care of clients and pets in a happy, welcoming, friendly and...
-
Client Representative
3 months ago
Tampa, United States Summit Strive Consulting Full timeJob DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...
-
Client Representative
3 weeks ago
Tampa, United States Summit Strive Consulting Full timeJob DescriptionJob DescriptionJob Title: Client Representative Company Overview:Join our passionate team dedicated to making a difference! We are a leading fundraising company committed to supporting non-profit organizations in achieving their missions. Our client representatives play a pivotal role in connecting donors with causes they care about,...
-
Client Relations Specialist
6 days ago
Tampa, Florida, United States Home Service Heroes Full timeHome Service Heroes is seeking a dedicated full-time or part-time First Impression Specialist / Customer Service Representative to serve as the initial point of contact for our valued clients, ensuring an exceptional first impression. If you are passionate about service and want to be part of a respected and stable organization, this role may be for you....
-
Client Services Representative II
4 weeks ago
Tampa, Florida, United States Bank of America Full timeJob Description:At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities and shareholders every day.One of the keys to driving Responsible Growth is being a great place to work for our...
-
Jewelry Buyer
1 month ago
Tampa, United States Diamond Banc Full timeJob DescriptionJob DescriptionPosition Objective:As a Client Benefit Agent, your primary goal is to enable more deals to be closed in the market than would be possible without your involvement. You will provide logistical and transactional support to Market Directors, acting as a cohesive unit to optimize office operations, volume, and profitability. Your...
-
Service Operations Representative
7 days ago
Tampa, Florida, United States Distinctive Kitchens and Baths Full timeJob TypeFull-timePOSITION OVERVIEWThe Customer Service Representative plays a vital role in assisting clients with their orders. This includes tasks such as modifying existing orders, processing new requests, and addressing customer inquiries and issues. Ideal candidates will demonstrate active listening skills, empathy, and professionalism, maintaining a...
![Elite Electric and Air](https://media.trabajo.org/img/noimg.jpg)
Retirement and Benefits Client Service Representative
2 months ago
Job Description:
At Bank of America, we are guided by a common purpose to help make financial lives better through the power of every connection. Responsible Growth is how we run our company and how we deliver for our clients, teammates, communities, and shareholders every day.
One of the keys to driving Responsible Growth is being a great place to work for our teammates around the world. We’re devoted to being a diverse and inclusive workplace for everyone. We hire individuals with a broad range of backgrounds and experiences and invest heavily in our teammates and their families by offering competitive benefits to support their physical, emotional, and financial well-being.
Bank of America believes both in the importance of working together and offering flexibility to our employees. We use a multi-faceted approach for flexibility, depending on the various roles in our organization.
Working at Bank of America will give you a great career with opportunities to learn, grow and make an impact, along with the power to make a difference. Join us
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
Required Qualifications:
Displays passion, integrity, commitment and drive to deliver a positive, differentiated service that improves our clients’ financial lives
Fully understands how life events can impact a client’s financial situation and is prepared to actively advise solutions and analyze/resolve complex client problems through creative solutions
Commitment to excellent attendance with proven reliability and can adhere to the agreed upon work schedule
Dependable team-player attitude with an understanding that calls must be handled immediately, including weekends and holidays
Communicates effectively and confidently with all clients to make their financial lives better
Ability to engage with clients while navigating multiple screens – begin a conversation, anticipate what questions a client will have, actively share information using plain language, build rapport, and handle objections
Comfortable receiving ongoing performance feedback and coaching
Ability to learn and adapt to new information and technology platforms
Minimum of an intermediate level of proficiency with computers and current technology
Must be flexible to work various shifts; Monday – Sunday , 7:00 am – 10:00 pm EST; 40 hours per week
**1st and 2nd shifts **
Desired Qualifications:
Experience in a call center or a financial/banking center
Customer service experience
Understands Retirement plans and products
Knowledge of financial terms and concepts
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
Shift:
1st shift (United States of America)
Hours Per Week:
40
#J-18808-Ljbffr