- Aaron's Inc (Tampa, 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
- The Cigna Group (Tampa, FL)
- The Government & Education (G&E) Advisor is responsible for taking actions that result in public sector membership growth & success. This role will serve as a key ... building. This role will report to the G&E Senior Advisor with a dotted line to the applicable Market...pursuit of: + New medical and dental public sector accounts >3,000 employees. + First time medical adds to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients of the company by combining the traditional roles of the Financial Advisor , Service Associate and Branch Manager. Fosters and assists in the development of ... escalated support and guidance in dealing with client portfolios and various customer queries. * Informs appropriate management about issues with client accounts… 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)
- …experience for our customers. We are looking to hire an AML Sanctions Advisor supporting LOB Oversight within Global Sanctions Office in PNC's BSA/AML organization. ... discretion. **Job Description** + In an individual contributor role and advisor on AML and Sanctions Program subject matter specialties, communicates effective… 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
- Bank of America (Sun City Center, 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
- 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
- Truist (Tampa, FL)
- …their long-term financial goals. 2. Set the strategic direction of the Financial Advisor team to increase assets under management, sales and service. 3. Develop and ... and loyalty. 6. Properly record transactions and inquiries, and see that customer files are correctly completed and maintained to conform to regulatory policies.… 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
- The Cigna Group (Tampa, FL)
- …target accounts to drive enrollment growth and facilitate meaningful customer behavior change and through health advocacy& cost transparency. Includes detailed ... and engage in local community events in North Florida. The National Account Manager (NAM) will have responsibility of overall operational performance strategy and… more
- Pegasystems (Tampa, FL)
- …a client can maximize license to drive business benefits + Penetrate new organizations/ accounts and radiate new business within existing customer base in ... Account Executive - LATAM Job Category: Sales Location:...them to become more efficient, smarter, and most importantly customer centric. **Picture Yourself at Pega:** You will be… more
- Citigroup (Tampa, FL)
- …structure focused on proactive client management. It is within the remit of the Account Manager role to act as an advocate for the client within Citi. **Key ... + Create collaborative relationships with the client(s) and act as trusted advisor on service-related matters and proactively manage clients through the provision of… more
- TD Bank (Tampa, FL)
- …new business from both existing and new customers. The role is a trusted advisor who, with sensitivity to the customer 's operating environment, structures and ... The included salary range for this role takes into account multiple factors that are considered in making compensation...interaction and execute on plans to continuously improve the customer experience + Acts as a trusted advisor… more
- Regions Bank (Riverview, FL)
- …meetings + Assists in covering branches that do not have a dedicated Financial Advisor + Responds to customer and Financial Advisors requests + Updates ... customers based on meeting the financial objectives of the customer through sound guidance and advice. **Primary Responsibilities** +...and Vision Benefits + Disability Benefits + Health Savings Account + Flexible Spending Account + Life… more
- TD Bank (Tampa, FL)
- …to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay ... partnerships. The IWM partners with Wealth Market Leaders (WML) and Financial Advisor Managers (FAM) and Sales Modeling teams to identify areas needing sales… more
- Pegasystems (Tampa, FL)
- …adoption management and leadership. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to expand engagement ... them to become more efficient, smarter, and most importantly, customer -centric. Our Client Success team is an integral part...industry expertise, where applicable, within a set of defined accounts that are of critical importance to Pega based… more
- First Horizon Bank (Tampa, FL)
- …of targeted high value and high potential clients. + Acts as a financial advisor by educating the customer about financial strategies (eg Financial planning, ... **Location:** On site in Tampa, FL **Summary** Develops new customer prospects and business with commercial clients, with the...maximize portfolio revenue growth and asset quality. Manages complex accounts or has an assigned market region of a… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …principles and practices. * Subject Matter Expertise in the Supervision of Advisor activities, specifically Account Opening, Conflicts of Interest, and State ... mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by… more