- 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
- Bank of America (Sarasota, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Sarasota South Market Lakewood Ranch, Florida;Sarasota, Florida; Venice, Florida; Port Charlotte, Florida **Job… more
- JPMorgan Chase (Venice, FL)
- …accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit ... taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.… 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