- Bank of America Corporation (Pinellas Park, FL)
- …Retirement Planning Counselor (CRPC).* Obtained your insurance licenses.Skills:* Advisory* Account Management* Client Experience Branding* Customer and Client ... Focus* Oral Communications* Issue Management* Client Solutions Advisory* Pipeline Management* Active Listening* Attention to Detail* Risk Management* Policies, Procedures, and Guidelines* Client Management* Causation Analysis* Written CommunicationsShift:1st… more
- Raymond James Financial, Inc (St. Petersburg, FL)
- …Leads projects of moderate scope and complexity and serves as a technical advisor to various business lines. Resolves or recommends solutions to complex problems. ... * Investigate potentially suspicious activity that may arise from account surveillance, branch escalations, risk alerts, regulatory investigations, and matters… more
- Raymond James Financial, Inc (St. Petersburg, FL)
- … Advisor commissions, process redemptions, fund subscriptions, and maintain account performance details.Lead on suspense account and accrual reconciliations.* ... 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
- SYNNEX Corp (Clearwater, FL)
- …to ensure TD SYNNEX / Datech is seen as the "Trusted Advisor "Responsible for increasing both customer loyalty and profitabilityWorks in collaboration ... About The Role:Blended "BDM - Customer " and "BDM - Program" role in markets...critical mass to deploy both rolesWhat You'll Do:Works on accounts of moderate complexity under some supervision (tiered levels… more
- PNC (Tampa, FL)
- …and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a PNC office ... and technology teams to deliver capabilities that improve the client and advisor 's digital experience * Partner with third-party vendors to deliver a seamless… more
- General Dynamics Information Technology (Tampa, FL)
- …advance the mission and optimize our business strategy as a **Subcontracts Administrator Advisor ** at GDIT. Here, you'll support solving some of our clients' biggest ... the business. At GDIT, people are our differentiator. As a **Subcontracts Administrator Advisor ** you will help ensure today is safe and tomorrow is smarter. Our… 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
- 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
- PNC (Tampa, FL)
- …the company's success. We are looking to hire a Third-Party Risk AML Advisor within PNC's Enterprise BSA/AML & Sanctions organization in Independent Risk Management. ... The incumbent will provide AML oversight and governance of customer and partnership relationships that implicate third party access to PNC banking services or third… more
- Deloitte (Tampa, FL)
- …technology who wants to work in a collaborative environment? As an experienced Pricing Advisor you will have the ability to share new ideas and collaborate on ... + Build client relationships and be a trusted strategic advisor on how to price menu items + Understand...Team Our Digital Foundry & Operations works with the Customer & Marketing group to bring a flexible capability… more
- Deloitte (Tampa, FL)
- …technology who wants to work in a collaborative environment? As an experienced Pricing Advisor you will have the ability to share new ideas and collaborate on ... + Build client relationships and be a trusted strategic advisor on how to price menu items + Understand...Team Our Digital Foundry & Operations works with the Customer & Marketing group to bring a flexible capability… 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 ... governance routines, issues and exam management, and ongoing reporting. As a senior advisor , you will support the Supervision Business Unit Risk Manager (BURM) by… 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 ... hard copy correspondence review, social media and e-mail review teams. The advisor for this team will administer and analyze various communication reviews and… more
- Bank of America (Pinellas Park, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Pinellas County Market Pinellas Park, Florida;Trinity, Florida **Job Description:** At Bank of America, we are… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and ensures understanding of IRS regulations, Family Medical Leave, Health Savings Account regulations and Health Care Reform questions by managers, associates and ... audits and resolves differences with associate vacation and sick accrual accounts . * HRMS system processing for vacation/sick entitlements, enrollment changes, leave… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to firm and regulatory policies and procedures. * Performs reviews of client accounts and documents that are submitted on behalf of branch managers that require ... conflicts that may have arisen pertaining to the client accounts of branch managers * Monitors and keeps up...and lead others in providing a high level of customer service in a calm and professional manner, constantly… more
- World Insurance Associates, LLC. (Tampa, FL)
- …programs to eliminate gaps in coverage. + Identify opportunities to round out accounts for existing clients. + Maintain client relationships and retention of ... accounts through agency's renewal workflows. Our Client Advisors bring...the ability to leverage excellent listening skills with strong customer focus. + Are consultative and bring a positive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …special projects in various areas of the AMS business unit, including the Account Reconciliation, Advisor Services, and Trading Operations teams. Interns will ... security transactions between Raymond James BackOffice and AMS Systems. + Provide concierge-level customer service to the advisor and their teams being supported… more
- USAA (Tampa, FL)
- …Omni Channel and Payments organization. They will be supporting deposit account restriction governance, passionate about building a balanced control environment.** ... advanced knowledge of bank processes and products and acts as a trusted advisor by providing consultation services to internal clients in areas of strategic… more
- Microsoft Corporation (Tampa, FL)
- …outcomes. Supports customer skilling by delivering as a trusted technical advisor to ensure customer readiness by facilitating technical discussions and ... /partner needs. This contributes to increase in consumption and aligns with Customer Success Account Management or other Account Team members on customer… more
