- Aaron's Inc (St. Petersburg, 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
- 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
- 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
- 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)
- …various department portals from financial advisors or branch associates to bring client accounts into or out of the Raymond James system. Will research incoming ... applications * Answer calls and questions on operational topics and account maintenance. * Contacts internal/external customers including fund companies to resolve… 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
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …charges. * Reviews, uploads and researches rejects on bulk trades for discretionary accounts , works with advisor to reprocess as needed. * Coordinates and ... related to Mutual Fund trading activities. * Principles and practices of customer relations and communications. * Accounting principles. * Front-end system used in… 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)
- …on behalf of the insurance company, communicating with carriers and financial advisor /agent as necessary throughout the process. Identifying issues and working to ... for accuracy * Verify appropriate contract structure and like registration to brokerage accounts * Submit good order applications to insurance carriers * Send follow… more
- Netsync Network Solutions (Tampa, FL)
- …Work closely with Account Team to train them and align on customer opportunities + Contribute to delivery framework/design Skills and Experience: + Experience to ... value. Roles and Responsibilities: + Provide technical expertise in customer engagements specifically around Cisco's Enterprise Networking and Wireless portfolio… more