Top 870 Customer service representative Jobs in Tamarac Fl

Senior Transition Concierge
Concorde Investment Services —Boca Raton, FL
- $60,000 - $70,000 a year
- Full-time
- Office
- Microsoft Office
- 3 years
- Health savings account
- Health insurance
Quick Apply
Licensed Customer Service Representative – Health Insurance
Health Prime Insurance —Sunrise, FL
- $800 - $1,500 a week
- Full-time
- Computer literacy
- Office
- Typing
- Opportunities for advancement
Quick Apply
Customer Support Manager
The Real Autograph —Fort Lauderdale, FL
- $50,000 - $60,000 a year
- Weekends as needed
- Background check
- Mid-level
- Supervising experience
- Health insurance
- Dental insurance
Quick Apply
8d
Client Relations Coordinator
Dedicated CPA LLC —Sunrise, FL
- $37,000 - $41,000 a year
- Full-time
- Background check
- Salesforce
- English
- Paid time off
Quick Apply
Major Account Advocate
BCN Telecom, Inc —Boca Raton, FL
- $40,000 - $50,000 a year
- Full-time
- Microsoft Excel
- Microsoft Outlook
- Mid-level
Quick Apply
Customer Care Pro-Platinum Dispute Gate
American Express —Sunrise, FL
- $20.00 - $22.25 an hour
- Weekends as needed
- Hybrid work
- Mid-level
- US work authorization
- Fair chance
- Paid parental leave
- Health insurance
Answering Service Agent (Walk-In's Welcome)
Answering Service Care —Margate, FL
- $15.00 - $18.50 an hour
- Multiple hires
- In person
- Background check
- Computer literacy
- Office
- Health insurance
- Dental insurance
Quick Apply
Customer Service & Operations Representative
Nu Life Essentials —Coral Springs, FL
- $18 - $20 an hour
- Full-time
- Medical office experience
- Administrative experience
- In-person
Quick Apply
5d
Remote Call Center Representative
TechOp Solutions International —Pompano Beach, FL
- Full-time
- Remote
- Research
- Mid-level
- 3 years
Quick Apply
12d
Customer Service Representative
HOFFER PEST SOLUTIONS INC —Coral Springs, FL
- $19 an hour
- Spanish
- English
- Computer skills
- Paid training
- Paid holidays
Quick Apply
INTAKE SPECIALIST – HIGH-VOLUME LEGAL CASE INTAKE (NO COLD CALLING)
Intake Desk —Fort Lauderdale, FL
- $45,000 - $150,000 a year
- Full-time
- Background check
- Sales
- HIPAA
- Paid training
- Health insurance
Quick Apply
Patient Financial Analyst, Revenue Cycle, FT,8A-4:30P
Baptist Health South Florida —Boca Raton, FL
- $18.32 - $23.82 an hour
- Full-time
- Bilingual
- Microsoft Word
- Microsoft Excel
- Wellness program
- Health insurance
Member Retention Specialist
Medical Air Services Association, Inc —Fort Lauderdale, FL
- $50,000 - $70,000 a year
- Full-time
- Background check
- Microsoft Outlook
- Office
- Paid training
- Wellness program
Quick Apply
5d
Medicare Customer Service Representative
Insuranceway Agency LLC —Boca Raton, FL
- From $1,000 a week
- Full-time
- Bilingual
- HIPAA
- High school diploma or GED
Quick Apply
8d
Customer Service Representative for health insurance plans in Call Center
Acme Health And Life Agency —Delray Beach, FL
- $20 - $25 an hour
- Full-time
- In person
- Spanish
- English
- Microsoft Office
- Dental insurance
- Vision insurance
Quick Apply
4d
Customer Service Representative - Manufacturing
Hoerbiger —Delray Beach, FL
- Full-time
- Microsoft Excel
- 5 years
- Computer literacy
Bilingual Customer Service Representative
Florida One Insurance —Pompano Beach, FL
- $42,600 - $92,000 a year
- Full-time
- Spanish
- English
- Office
- Health insurance
- Paid time off
Quick Apply
14d
Patient Engagement Representative
Pediatric Associates —Plantation, FL
- Full-time
- Mid-level
- Office
- High school diploma or GED
CUSTOMER SERVICE REP
MAUS & HOFFMAN, INC. —Fort Lauderdale, FL
- $19 - $20 an hour
- 8 hour shift
- Computer literacy
- Writing skills
- Research
- Health insurance
- 401(k)
Quick Apply
Remote Customer Service/Sales Representative
Agent Alliance —Hollywood, FL
- $65,000 - $70,000 a year
- Full-time
- Remote
- Entry level
- Paid training
- Health insurance
Quick Apply

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Senior Transition Concierge

Concorde Investment Services -
Boca Raton, FL

Quick Apply

Job Details

Full-time
$60,000 - $70,000 a year

Benefits

Health savings account
Health insurance
Dental insurance
401(k)
Flexible spending account
Paid time off
Vision insurance
401(k) matching
Life insurance

Qualifications

Customer communication
Teamwork
Collaboration
Employee relationship building
Microsoft Office
Bachelor's degree
Organizational skills

Full Job Description

Position Summary

The Senior Transition Concierge serves as the face of Concorde during one of the most important moments in an advisor's relationship with the firm: their transition to a new business home. This role creates each advisor's first impression of Concorde and is responsible for delivering an exceptional, concierge-level onboarding experience that inspires confidence, builds trust, and establishes long-term relationships from day one.

This is one of the firm's most visible and strategically important positions. Every advisor transition directly influences advisor productivity, long-term satisfaction, and Concorde's reputation in the marketplace. Advisors who experience an exceptional onboarding process become productive more quickly, build confidence in the organization, and are significantly more likely to refer other advisors to the firm.

The ideal candidate is a positive, energetic, emotionally intelligent professional who thrives on building relationships, solving complex problems, leading through influence, and continuously improving the advisor experience.

Why Join Concorde?

Play a pivotal role in shaping every advisor's first impression of the firm.
Join a collaborative culture where ideas are encouraged and continuous improvement is expected.
Partner directly with executive leadership and every major business unit.
Help build a best-in-class advisor onboarding experience that differentiates Concorde in the marketplace.
Have the opportunity to influence processes that directly impact advisor satisfaction, recruiting success, and firm growth.

Key Responsibilities

Serve as the trusted advisor, primary relationship manager, and single point of contact throughout each advisor transition.
Represent Concorde with professionalism, executive presence, exceptional communication skills, and the ability to quickly build trust and confidence with advisors and internal business partners.
Develop and manage customized transition project plans, timelines, milestones, and onboarding checklists.
Serve as the central point of coordination between advisors and Compliance, Operations, Technology, Licensing, Finance, Recruiting, Marketing, and Executive Leadership.
Provide day-to-day leadership and coordination for the Transition team by fostering accountability, collaboration, consistency, and service excellence.
Anticipate challenges, remove obstacles, and creatively solve issues before they impact the onboarding experience.
Demonstrate the ability to calmly resolve conflict, de-escalate difficult situations, navigate competing priorities, and build consensus among advisors, internal departments, and external business partners.
Continuously evaluate onboarding processes and recommend and implement improvements that increase efficiency, reduce risk, and elevate the advisor experience.
Quickly learn new technologies and business applications while leveraging technology to improve communication, organization, workflow efficiency, and advisor satisfaction.
Coordinate technology onboarding, licensing, registrations, account transfers, system access, vendor engagement, and onboarding milestones.
Provide proactive communication, establish clear expectations, and ensure advisors always understand status, timelines, and next steps.
Track key performance metrics and use data to improve transition quality and consistency.
Develop lasting advisor relationships that extend beyond onboarding through exceptional follow-up and concierge-level service.

Preferred Qualifications

Bachelor's degree preferred.
3+ years of experience in financial services, advisor onboarding, client experience, operations, project coordination, or wealth management.
Experience within a FINRA registered broker-dealer, RIA, or wealth management firm strongly preferred.
Working knowledge of licensing, registration, and onboarding processes (including Forms U4/U5) preferred.
Experience coordinating complex projects across multiple departments.

Skills & Competencies

Exceptional organization, prioritization, and project management skills.
Outstanding written, verbal, and interpersonal communication.
Executive presence, emotional intelligence, and relationship-building ability.
Highly positive, optimistic, adaptable, and solutions-oriented mindset.
Creative problem solver with exceptional follow-through.
Ability to lead through influence while motivating teammates toward shared goals.
Strong conflict resolution and customer service skills.
Advanced Microsoft 365 proficiency and aptitude for learning new technologies quickly.
Commitment to continuous improvement and delivering a world-class advisor experience.

What Success Looks Like

Advisors consistently describe their onboarding as seamless, organized, and exceptional.
Transitions are completed accurately, on schedule, and with minimal disruption.
Internal departments operate with accountability, collaboration, and transparency.
Advisor confidence results in stronger retention, faster productivity, and increased referral opportunities.
The onboarding program continually evolves through innovation and measurable process improvements.

What You'll Love About Concorde

At Concorde, you'll have the opportunity to make a meaningful impact every day. You'll work with talented professionals who genuinely care about advisors, value new ideas, and encourage innovation. If you're energized by building relationships, improving processes, solving meaningful business challenges, and creating exceptional customer experiences, you'll find a career—not just a job—at Concorde.

Work Location & Travel

This position is based in Boca Raton, Florida and is expected to work from Concorde's corporate headquarters. Occasional travel may be required to support advisor transitions, office openings, onboarding events, and other business initiatives.

Pay: $60,000.00 - $70,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Flexible spending account
Health insurance
Health savings account
Life insurance
Paid time off
Vision insurance

Work Location: In person

Quick Apply

Refine Your Search

customer service representative jobs in tamarac fl

Senior Transition Concierge

Licensed Customer Service Representative – Health Insurance

Customer Support Manager

Client Relations Coordinator

Major Account Advocate

Customer Care Pro-Platinum Dispute Gate

Answering Service Agent (Walk-In's Welcome)

Customer Service & Operations Representative

Remote Call Center Representative

Customer Service Representative

INTAKE SPECIALIST – HIGH-VOLUME LEGAL CASE INTAKE (NO COLD CALLING)

Patient Financial Analyst, Revenue Cycle, FT,8A-4:30P

Member Retention Specialist

Medicare Customer Service Representative

Customer Service Representative for health insurance plans in Call Center

Customer Service Representative - Manufacturing

Bilingual Customer Service Representative

Patient Engagement Representative

CUSTOMER SERVICE REP

Remote Customer Service/Sales Representative

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