- Raymond James Financial, Inc. (St. Petersburg, FL)
- …monitor accounts for compliance, and resolve account -related issues for advisory and managed accounts . * Advisor Support: Serve as the ... a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing ... and resolving client problems. + Design, implement, and facilitate training programs for new hires and existing staff. + Maintain and update training materials to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …a quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing ... with complex queries, and investigating and resolving client problems. + Collect, analyze, and interpret workforce data to identify trends and gaps. + Develop accurate staffing forecasts based on historical data, business growth, and seasonal patterns. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory ... procedures to ensure own work is undertaken to the required standards. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary.… more
- Truist (Sarasota, FL)
- …[limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the ... footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …**Knowledge of:** + Company's working structure, policies, mission, and strategies. + Managed account platforms. + General office practices, procedures, and ... metrics, and helps implement processes to further enhance the team's performance. + Onboards new clients, opens new client accounts and researches client and… more
- Bank of America (Palmetto, FL)
- …Retirement Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer ... products, including stocks, bonds, mutual funds, annuities, and banking and money managed solutions * Recommends banking and investments strategies that align with… more
- HCA Healthcare (Bradenton, FL)
- …and vision benefits, life and disability coverage, flexible spending accounts , supplemental health protection plans (accident, critical illness, hospital indemnity), ... Staff or other clinical leadership in the facility. + Assembles regional physician advisory panels to provide ongoing feedback to HCA senior management and serves as… more