- Aaron's Inc (Bradenton, FL)
- ** Customer Accounts Advisor ** **Hiring Range...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
- Aaron's Inc (Bradenton, 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; Sun City Center, Florida… more
- Aaron's Inc (Bradenton, FL)
- …a great career journey. Here's one possible path with us: **Delivery Driver** **>** ** Customer Accounts Advisor ** **>** **Sales Manager** **>** ** Customer ... Accounts Manager** **>** **General Manager** **The Details** **What You Need:** * Solid communication skills * Working knowledge of electronics * Desire to help customers **What You'll Do:** + Load, secure and protect merchandise + Offload, install 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 ... caseloads. * Routinely interact with and escalate issues to Fraud, New Accounts , Legal, and Anti-Money Laundering. * Interfaces with regional management associates… 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 ... manage caseloads. * Routinely interact and escalate issues to Fraud, New Accounts , Legal, and Anti-Money Laundering. * Interfaces with regional management associates… more
- Randstad US (Riverview, FL)
- …You'll directly contribute to our growth by managing a portfolio of accounts , nurturing customer relationships, and consistently closing deals. + Unlimited ... You'll Do: + Drive revenue growth by managing existing accounts and identifying new opportunities within your territory. +...Sales Pro: 2+ years of experience in inside sales, account management, or a similar role. + Customer… more
- Bank of America (Sarasota, FL)
- …through the execution of the Market Strategy Plans. MCRMs partner closely with advisor teams to deliver a branded client service model focusing on digital solutions ... and leads a team of cross-functional professionals to support Financial Advisor teams and deliver outstanding client service + Supervises financial transactions… more
- Bank OZK (Bradenton, FL)
- … customer conversations and interactions. + Open and service deposit accounts . + Facilitate and process account transactions accurately and efficiently ... Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times Essential Job Functions + Cultivate professional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …continuity and quality assurance standards in all fee-related processes. + Review customer account data for accuracy, ensuring transactions align with company ... from Financial Advisors and clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the… 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
- Novo Nordisk (Sarasota, FL)
- …appropriate care for patients. Our goal is to provide information as a trusted advisor in care for chronic diseases through using business ownership and account ... of Novo Nordisk products + Collaborate with targeted customers and accounts to identify appropriate patients, differentiate NNI as a therapeutic leader,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …specialist for succession cases, such as setting up split FA numbers, moving accounts , ensuring documentation is complete, logging and updating cases in CRM and ... and consultative items for a manager or a financial advisor . * Effective questioning and listening techniques/skills * Reviewing...Handle stressful situations and provide a high level of customer service in a calm and professional manner. *… more
- Sarasota County Government (Sarasota, FL)
- …existing conditions, and applicable policies and regulatory parameters. + Act as a technical advisor and serves as a subject matter expert in this area. + Create ... Vision, and Life Insurance, Short-Term and Long-Term Disability, Flexible Spending Accounts , Employee Assistance Program (EAP), Florida Retirement System (FRS) and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience, specialized training or certification to administer personal trust accounts . Leads defined work or projects of broad scope and complexity. ... meetings, conference calls and seminar events. * Answers general Financial Advisor inquiries regarding estate planning, trust services, estate taxes and other… more