- 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
- 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
- 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 (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 **Job Description:** At Bank… 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
- 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
- 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
- PNC (Sarasota, FL)
- …Administrator (SSA) is the trusted partner to the PNC Private Bank Leadership and Advisor teams. The Sales & Support Administrator partners with the PNC Private Bank ... advisor team to proactively manage their assigned book of...new and ongoing client relationships. May serve as a customer solutions resource. + Gathers required documentation. Prepares, reviews… 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
- 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 ... for oversight of the firm's Outside Business Activities, Personal Trading Accounts , Gifts & Entertainment, & Sponsorships supervisory programs. The role holder… 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)
- …* Creates reports, proposals, and analysis for sales team to use in advisor consultation and sales meetings. * Analyzes various investment accounts including ... Handle stressful situations and provide a high level of customer service in a calm and professional manner. *...degree. * One (1) to two (2) years of customer service or related experience highly preferred. ~or~ *… 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)
- …pay Financial Advisor commissions, process redemptions, fund subscriptions, and maintain account performance details. + Lead on suspense account and accrual ... 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
- US Bank (Sarasota, FL)
- …escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, ... of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …variety of tasks relating to the collection and processing of various client account statements used to support our FA retention program. **Job Summary** Under ... and Abilities** Knowledge of - + Assist in Financial Advisor point tracking for Recognition Club qualification. + Act...a team environment. + Provide a high level of customer service. + Establish and maintain effective working relationships.… more