Top 514 Customer service representative Jobs in Ponte Vedra Beach Fl

Client Service Specialist/Practice Manager
Ameriprise Financial —Jacksonville, FL
- Full-time
- Hybrid work
- Mid-level
- Office
- Bachelor's degree
11d
Client Services Associate
Rose International —Jacksonville, FL
- $40 - $45 an hour
- Hybrid work
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
4d
Customer Service Rep | Family - Ponte Vedra | Days | Full Time
UF Health —Ponte Vedra Beach, FL
- Full-time
- High school diploma or GED
- Typing
- Entry level
Associate Customer Service Representative (Florida)-Jacksonville-Hybrid
Northwell Health —Jacksonville, FL
- $30,910 - $45,440 a year
- Full-time
- HIPAA
- High school diploma or GED
- Continuous improvement
Customer Support Specialist
Serenity Mental Health Centers —Jacksonville, FL
- $23 - $30 an hour
- Full-time
- Background check
- Customer service
- Pass drug screening
- Paid training
- Paid holidays
Quick Apply
12d
Patient Scheduling Call Center Agent - PART TIME
HCA Florida Memorial Hospital —Jacksonville, FL
- Part-time
- Remote
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Customer Care Specialist
Serenity Mental Health Centers —Jacksonville, FL
- $23 - $30 an hour
- Full-time
- Background check
- Pass drug screening
- Mentoring
- Paid training
- Paid holidays
Quick Apply
Customer Service Representative (Florida)
Northwell Health —Jacksonville, FL
- $34,819.98 - $51,949.95 a year
- HIPAA
- High school diploma or GED
- 1 year
Administrative Assistant/Customer Service
Benchmark Contract Furniture —Jacksonville Beach, FL
- $19 - $23 an hour
- Full-time
- Microsoft PowerPoint
- Microsoft Word
- Microsoft Excel
- Health insurance
- 401(k)
Quick Apply
Remote Client Agent – Work From Home | Training Provided
The Gainey Agency —Jacksonville, FL
- Remote
- Sales
- Customer service
- Computer literacy
- Opportunities for advancement
- Flexible schedule
Quick Apply
Customer Service Representative
Mobile Car Detail Jax —Jacksonville, FL
- $19 - $20 an hour
- Full-time
- Sales
- Administrative experience
- Organizational skills
- Health insurance
- Dental insurance
Quick Apply
11d
Part Time Customer Service Representative/Call Center Rep (Remote)
Automated Health Systems —Jacksonville, FL
- $14 - $15 an hour
- Part-time
- Remote
- Bilingual
- Mid-level
- High school diploma or GED
- Wellness program
- Health insurance
Quick Apply
Client Success Representative (Remote)
Demand.com —Jacksonville, FL
- Remote
- Mid-level
- Communication skills
- Time management
Quick Apply
Customer Service Representative
Aqua Gulf —Jacksonville, FL
- $40,000 - $45,000 a year
- Full-time
- Remote
- Microsoft Excel
- Microsoft Outlook
- Mid-level
- Paid holidays
- Disability insurance
Quick Apply
11d
Patient Scheduling Call Center Agent - PART TIME
HCA Florida Orange Park Hospital —Orange Park, FL
- Part-time
- Remote
- Entry level
- Employee stock purchase plan
- Disability insurance
Quick Apply
Healthcare Customer Service Specialist- (REMOTE)
GetixHealth —Orange Park, FL
- $18 an hour
- Monday to Friday
- Remote
- Spanish
- HIPAA
- High school diploma or GED
- AD&D insurance
- Disability insurance
Quick Apply
Care Coordinator - Remote (Jacksonville residents only)
MedX —Jacksonville, FL
- $17 an hour
- Full-time
- Remote
- Background check
- Typing
- Communication skills
- Health insurance
- Dental insurance
Quick Apply
1d
Remote Account Representative
BCA Financial Services —Jacksonville, FL
- $17 an hour
- Full-time
- Remote
- 1 year
- Medical terminology
- Communication skills
- Paid holidays
- Health insurance
Customer Service/Inside Sales Representative
DUOS TECHNOLOGIES GROUP INC —Jacksonville, FL
- $25 - $30 an hour
- Full-time
- Background check
- Computer literacy
- Pass drug screening
- Paid holidays
- Disability insurance
Quick Apply
4d
Remote IT Operations Specialist
LedgerGurus —Jacksonville, FL
- $25 - $30 an hour
- Part-time
- Remote
- Continuous improvement
- Communication skills
- Entry level
- Paid time off
- Work from home
Quick Apply
10d

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Client Service Specialist/Practice Manager

Ameriprise Financial -
Jacksonville, FL

Apply Now

Job Details

Full-time
11 days ago

Qualifications

Series 66
Series 7
Life & Health Insurance License

Full Job Description

At Ameriprise Financial, we’re not just in the business of helping clients with their financial goals – we also help our advisors and employees reach their true potential by embracing an inclusive and collaborative culture. We celebrate the unique qualities and reward the contributions of our talented, passionate employees. If you’re motivated and want to work for a strong, ethical company that cares about you and your community, take the next step with Ameriprise Financial.

This position is with an Ameriprise Financial Franchise owner.

Job Description

Position Description:
Step into an instrumental role. Help conduct the smooth operation of a fast-paced—and friendly—financial planning office. Work as an employee of an independent advisor franchisee with a financial advisory practice of Ameriprise Financial. Assist in daily business operations.
Assist financial advisor(s) and associate financial advisor(s) in managing and organizing office work flow with an emphasis on creating and delivering a unique client experience that defines and differentiates the practice. This position will consistently follow high standards of business and professional ethics and legal and regulatory requirements when dealing with others and/or performing work activities.

This role provides client relationship support through interacting directly with clients to ensure accurate account set up and through acting as a liaison to answer client questions. The role will also perform other practice management tasks relating to client service as needed. Responds to ad hoc requests, coordinates/tracks projects and/or manages business-as-usual projects such as organizing a client
seminar.

Responsibilities and Time Allocation – Will change over time to meet the needs of the practice and can include other duties as assigned by the advisor. Position Functions:

50% Business Management

Work with the corporate office to ensure accurate account setup and resolve issues
Answer questions and provide readily available information to clients, if requested and as allowable, as it relates to servicing their accounts
Maintain files and records in accordance with the records retention policy
Perform other allowable duties as assigned by the financial advisor(s) and associate financial advisor(s)
Provide insight and recommendations to effectively use key tools (MOD, Go Social, Advisor website, etc.) that help lead to results in practice.

50% Client Care

Maintain client management system
Call clients or prospects to set up meetings or appointments
Write notes or letters to clients on personal letterhead of administrative nature only and handle client appreciation
Attend and participate in client meetings if necessary
Conduct transaction requests as directed by financial advisor(s) and associate financial advisor(s)
Coordinate client appreciation events and seminars
Answer unsolicited calls from prospects to schedule appointments or refer to advisor Key Traits of a Successful Client Service Associate/Manager
Direct attention to detail and organization
Effective communication with clients and other advisors/staff
Effective and efficient time management
Polite and clear phone manner
Ability to multi-task
Ability to adhere to rules and regulations as stated and required by advisor, Ameriprise Financial
Ability to support and provide guidance for compliance within the advisor’s practice
Positive attitude and sincere willingness to constantly learn and grow

Education and Other Designations:

College degree or higher
2+ years of similar experience
Already have or be able to study for and pass exams for federal and state licenses and registrations for securities, including Series 7, Series 66, and State life, accident and health insurance licenses

Full-Time/Part-Time

Full time

Ameriprise Financial is an equal opportunity employer. We consider all qualified applicants without regard to race, color, religion, sex, sexual orientation, gender identity, gender expression, national origin, ancestry, age, physical or mental disability, medical condition, pregnancy, military status, veteran status, genetic information, citizenship, disability status, marital status, family status or any other basis prohibited by law.

We are committed to fostering an inclusive and accessible recruitment process for individuals with disabilities. If you require a reasonable accommodation to participate in the application or interview process, speak to your recruiter to discuss how we can support you.

Apply Now

Refine Your Search

customer service representative jobs in ponte vedra beach fl

Client Service Specialist/Practice Manager

Client Services Associate

Customer Service Rep | Family - Ponte Vedra | Days | Full Time

Associate Customer Service Representative (Florida)-Jacksonville-Hybrid

Customer Support Specialist

Patient Scheduling Call Center Agent - PART TIME

Customer Care Specialist

Customer Service Representative (Florida)

Administrative Assistant/Customer Service

Remote Client Agent – Work From Home | Training Provided

Customer Service Representative

Part Time Customer Service Representative/Call Center Rep (Remote)

Client Success Representative (Remote)

Customer Service Representative

Patient Scheduling Call Center Agent - PART TIME

Healthcare Customer Service Specialist- (REMOTE)

Care Coordinator - Remote (Jacksonville residents only)

Remote Account Representative

Customer Service/Inside Sales Representative

Remote IT Operations Specialist

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