- Aaron's Inc (St. Petersburg, FL)
- ** Customer Accounts Advisor ** The salary...customers are 100% satisfied with the product. As a Customer Account Advisor , you will build ... 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …part in the advisor onboarding journey by ensuring timely and accurate account creation and form processing. The Manager will oversee a team of Data Analysts, ... month in our **St. Petersburg, FL** Corporate Office. **Manager, Account Opening Team** This role leads the Account...to serve as the organizational authority on meeting high customer service standards. + Works at an advanced level… more
- Bank of America (Bradenton, FL)
- …industry or sales experience + Bi-lingual Spanish speaking **Skills:** + Advisory + Account Management + Client Experience Branding + Customer and Client Focus ... Financial Solutions Advisor - Registration Candidate - Bradenton Market Palmetto, Florida;Bradenton, Florida **To proceed with your application, you must be at least… more
- PNC (Sarasota, FL)
- …about our values and helping our advisors build their future. As a Financial Advisor within PNC Wealth Management, you will be based in Sarasota, FL. The position ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … more
- Fifth Third Bank, NA (Bradenton, FL)
- …and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by ... retail bank employees. + Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. + Handle… more
- Bank of America (Lakewood Ranch, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Sarasota South Market Lakewood Ranch, Florida;Sarasota, Florida **To proceed with your application, you must be at least 18 years of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and clients to research and resolve requests or issues regarding clients' accounts , operations processes and technology applications; follows all the way through ... email with requests for information, assistance or education. + Carry out standard customer service activities and handle simple customer inquiries. + Partners… more
- Canandaigua National Bank & Trust (Sarasota, FL)
- …of each account with consideration of the objectives of the accounts , the needs of beneficiaries, and cash requirements for taxes and distributions. + ... National Trust Company of Florida, we realize that each customer has unique financial goals. We offer the friendly...Responsible for directly servicing many of the most complex accounts and relationships within CNTF by utilizing both extensive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and performance tracking. + Servicing of alternative investments and foreign accounts , including setup and maintenance. + May participate in live meetings ... with the Financial Advisor and their respective client(s). + Creates reports to...team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Bank OZK (Palmetto, FL)
- …Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times. Essential Job Functions + Cultivate professional ... business partners. + Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. + Open and service deposit accounts ,… 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 , and production matching ... managers, financial advisors, division, and sales management. Providing excellent customer service, professionalism, and support. + Reviews compensation agreements… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding RJ SI trading, ... with the conservative nature of the firm, and escalates advisor or client questions to other team members or...flow, trade blotters, trading inventories, daily reports, and error accounts to mitigate risk to financial advisors, clients, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …confirms, update positions and valuations on client statements, pay Financial Advisor commissions, process redemptions, and maintain account performance details. ... + Continually works with the Fund Sponsor to improve the Financial Advisor and client experience with respect to the investment. + Evaluates opportunities to create… more
- Wells Fargo (Sarasota, FL)
- …objectives while staying compliant with policies and procedures + Act as a trusted advisor by offering a full range of products and services including business ... accounts , credit, treasury services, and digital tools + Actively...to drive high-quality referrals and grow the small business customer base; collaborate with all internal banking channels to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …independent broker dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will gain hands-on ... functions that ensure accurate and efficient processing of onboarding/offboarding, account maintenance, and procedure reviews. The successful candidate will… more
- Jabil (St. Petersburg, FL)
- …of our solution set. The Solution Architect will become a trusted advisor and ensure a value based, competitive, consistent, professional interaction from ... creation. This position will be an advocate for the customer post sale and ensure their continued success using...effectively with the Sales and Marketing teams to produce account plans that include technical qualification of prospects, needs… more