- Aaron's Inc (Bradenton, FL)
- …agreement benefits and ensuring customers are 100% satisfied with the product. As a Customer Account Advisor , you will build relationships with our customers ... also eligible for incentive pay based on performance. Aaron's Customer Account Advisors serve as coaches to...life. **The Work** + Attainment and upkeep of customers' accounts including maintaining updated customer information in… more
- Reynolds & Reynolds (Tampa, FL)
- Service Advisor - Fixed Operations Consultant Tampa, FL Full-Time Apply Here ‹ View jobs Position description: Are you looking for a rewarding career with an ... department, automotive repair/body shop, or automotive retail store. The Service Advisor - Fixed Operations Consultant provides consulting services and customer… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts , quarterly bonus review ... that they are calculated and administered correctly for experienced and new financial advisor resulting from employment agreements, contracts, stock grants, bonuses,… more
- Aaron's Inc (St. Petersburg, FL)
- …a great career journey. Here's one possible path with us: **Sales Associate** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... find just what they need. You'll also work with customer files and contracts. At times, you'll help clean,...find what they need + Handle clerical duties like customer files and contracts + Maintain a positive sales… more
- Bank of America (Bradenton, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Bradenton-Lakeland Market Bradenton, Florida;Bradenton, Florida; Bradenton, Florida **Job Description:** At Bank… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by ... reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional Management and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by ... monitors and ensures that client trading activity meets the account objectives. Reports findings and manages concerns in a...resolve any conflicts that may arise related to client accounts * Monitors and keeps up to date with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for required information. + Review, maintain, and service all customer account records. Maintains records of accounts as required by regulatory bodies ... + Answers call referring to specific trading violations. + Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk… more
- Greenway Health (Tampa, FL)
- …the future of healthcare technology. Join us. As an Associate Inside Account Executive, you are surrounded by driven, intelligent, and passionate individuals ... services to existing Greenway clients while providing a superior customer experience + Work in collaboration with an assigned...and driving results + Ability to become a Trusted Advisor to existing customers Education and Experience + High… more
- Truist (St. Petersburg, FL)
- …client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team 2. Work closely with a virtual team ... States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients looking to trade their account that is designated as a house account until a new Financial Advisor is established. * Performs other duties and ... branch offices to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries; follows the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Creates reports, proposals, and analysis for sales team to use in advisor consultation and sales meetings. * Analyzes various investment accounts including ... Handle stressful situations and provide a high level of customer service in a calm and professional manner. *...degree. * One (1) to two (2) years of customer service or related experience highly preferred. ~or~ *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …pay Financial Advisor commissions, process redemptions, fund subscriptions, and maintain account performance details. + Lead on suspense account and accrual ... within a team environment. * Lead others in providing a high level of customer service. * Establish and maintain effective working relationships at all levels of the… more
- Netsync Network Solutions (Tampa, FL)
- …Work closely with Account Team to train them and align on customer opportunities + Contribute to delivery framework/design Skills and Experience: + Experience to ... value. Roles and Responsibilities: + Provide technical expertise in customer engagements specifically around Cisco's Enterprise Networking and Wireless portfolio… more
- General Dynamics Information Technology (Macdill AFB, FL)
- …with our national security policies. . Provide subject matter expertise on customer 's capabilities. . Expert in communications, influencing and leadership skills. . ... clients to determine optimum design for assigned projects. . Serves as advisor to clients in assigned subject areas, recommends functional changes, and identifies… more
- Bank of America (Sarasota, FL)
- …resolve scheduling conflicts, and prepare correspondence, reports, and forms. **Skills:** + Account Management + Client Management + Customer and Client Focus ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more