- Raymond James Financial, Inc. (Clearwater, FL)
- …identify investment opportunities and solutions for clients. * Opens, transfers, and closes customer accounts . * Maintains appropriate account records while ... learning, apprenticeship and training at the firm's international headquarters, the Advisor Mastery Program (AMP) offers a comprehensive education for the next… more
- PNC (Tampa, FL)
- …and have an opportunity to contribute to the company's success. As a Client and Advisor Experience Manager in PNC Investments, you can be located in a PNC office ... and technology teams to deliver capabilities that improve the client and advisor 's digital experience * Partner with third-party vendors to deliver a seamless… more
- General Dynamics Information Technology (Tampa, FL)
- …advance the mission and optimize our business strategy as a **Subcontracts Administrator Advisor ** at GDIT. Here, you'll support solving some of our clients' biggest ... the business. At GDIT, people are our differentiator. As a **Subcontracts Administrator Advisor ** you will help ensure today is safe and tomorrow is smarter. Our… 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 (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
- Deloitte (Tampa, FL)
- …technology who wants to work in a collaborative environment? As an experienced Pricing Advisor you will have the ability to share new ideas and collaborate on ... + Build client relationships and be a trusted strategic advisor on how to price menu items + Understand...Team Our Digital Foundry & Operations works with the Customer & Marketing group to bring a flexible capability… more
- Bank of America (Trinity, 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)
- …mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by ... governance routines, issues & exam management and ongoing reporting. The senior advisor position, supporting the Supervision Business Unit Risk Manager (BURM), will… 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
- Aaron's Inc (Auburndale, 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)
- …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
- World Insurance Associates, LLC. (Tampa, FL)
- …programs to eliminate gaps in coverage. + Identify opportunities to round out accounts for existing clients. + Maintain client relationships and retention of ... accounts through agency's renewal workflows. Our Client Advisors bring...the ability to leverage excellent listening skills with strong customer focus. + Are consultative and bring a positive… 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
- 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
- Microsoft Corporation (Tampa, FL)
- …outcomes. Supports customer skilling by delivering as a trusted technical advisor to ensure customer readiness by facilitating technical discussions and ... /partner needs. This contributes to increase in consumption and aligns with Customer Success Account Management or other Account Team members on customer… more
- Nutanix (Tampa, FL)
- …for a passionate and enthusiastic Systems Engineer (SE) who will act as a trusted advisor to our customer 's beginning as a presales activity while aiding the ... on the Nutanix ecosystem + Partner with sales counterparts in developing account plans, customer personal coverage models and proposal creation torecommend… more
- Scholastic (Lakeland, FL)
- …a designated sales territory, driving revenue growth, maintaining and expanding customer accounts , and building strong relationships with customers. This ... relationships with prospective customers to expand market presence and drive sales growth. Customer Account Maintenance and Growth: + Build and maintain strong… more
- Raymond James Financial, Inc. (Tampa, FL)
- …and performance tracking. * Servicing of alternative investments and foreign accounts , including setup and maintenance. * May participate in live meetings ... with the Financial Advisor and their respective client(s). * Manages budgeting and...team's performance. * Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Pegasystems (Tampa, FL)
- …adoption management and leadership. **What You'll Do at Pega:** + Develop a trusted advisor relationship with multiple people in the account to expand engagement ... them to become more efficient, smarter, and most importantly, customer -centric. Our Client Success team is an integral part...industry expertise, where applicable, within a set of defined accounts that are of critical importance to Pega based… more
- Truist (St. Petersburg, FL)
- …client and advisor operational requests related to transfers, withdrawals, and account opening/maintenance to a virtual team 2. Work closely with a virtual team ... States of America) **Please review the following job description:** Provides client and advisor support to a team of Wealth, Legal Specialty or Medical Specialty… more