- Amerant Bank (Tampa, FL)
- …defined by management.Responsible for acquiring, retaining and expanding new and existing customer relationships by providing a positive new account experience, ... understand that Amerant Bank is dedicated to delivering a customer experience that's unlike any other. It starts with...drive thru and night drop. Ability to open new accounts and perform maintenance transactions on the Bank's platform… more
- 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …with SEC regulations and guidelines as well as firm policies governing advisory accounts . An Advisor , general investment advisory is expected to conduct reviews ... mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by… 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 (Sarasota, FL)
- …and have an opportunity to contribute to the company's success. As an Investment Advisor Sr. within PNC Private Bank organization, you will be based in our Sarasota, ... remotely, at the manager's discretion. **Job Description** + Manages accounts in accordance with investment objectives that have been...upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts , quarterly bonus review ... that they are calculated and administered correctly for experienced and new financial advisor resulting from employment agreements, contracts, stock grants, bonuses,… more
- General Dynamics Information Technology (Macdill AFB, FL)
- …Seize your opportunity to make a personal impact as a Senior Military Operations Advisor (Capabilities) - Level 3 supporting a critical mission at Tampa, FL. ARMA ... career. At ARMA, people are our differentiator. The Senior Military Operations Advisor (Capabilities)- Level 3 compiles information to help make decisions regarding… 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)
- …mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by ... reviewing registered persons prior to affiliating with/joining Raymond James. The Senior Advisor of this team will work in partnership with Regional Management and… 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 ... monitors and ensures that client trading activity meets the account objectives. Reports findings and manages concerns in a...resolve any conflicts that may arise related to client accounts * Monitors and keeps up to date with… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …for required information. + Review, maintain, and service all customer account records. Maintains records of accounts as required by regulatory bodies ... + Answers call referring to specific trading violations. + Informs Supervisor or Customer Account Associate III of potential problems or status of high-risk… more
- Greenway Health (Tampa, FL)
- …the future of healthcare technology. Join us. As an Associate Inside Account Executive, you are surrounded by driven, intelligent, and passionate individuals ... services to existing Greenway clients while providing a superior customer experience + Work in collaboration with an assigned...and driving results + Ability to become a Trusted Advisor to existing customers Education and Experience + High… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients looking to trade their account that is designated as a house account until a new Financial Advisor is established. * Performs other duties and ... branch offices to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries; follows the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …through experience and specialized training or certification to administer personal trust accounts . Leads defined work or projects of broad scope and complexity. ... and income tax rules, changes and consequences applicable to book of accounts with limited supervisory interaction and support. * Assists New Business Development… 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
- General Dynamics Information Technology (Macdill AFB, FL)
- …experience **US Citizenship Required:** Yes **Job Description:** Technical Writer Sr Advisor Transform technology into opportunity as a **Technical Writer** with ... writer to join our team and help take our customer -focused services to new heights. Technical writers are responsible...variety of medical plan options, some with Health Savings Accounts , dental plan options, a vision plan, and a… more
- Sarasota County Government (Sarasota, FL)
- …construction activities. On behalf of the Director, serve as a technical advisor representing proposed capital improvement projects (CIP) for Potable Water which ... Vision, and Life Insurance, Short-Term and Long-Term Disability, Flexible Spending Accounts , Employee Assistance Program (EAP), Florida Retirement System (FRS) and… more
