- 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
- 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
- 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
- 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
- Aaron's Inc (Bartow, 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)
- …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
- 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
- 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 (Pinellas Park, FL)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping * Manages ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...technology. Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem… 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 (Punta Gorda, 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
- PNC (Brandon, FL)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … 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
- 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