- Aaron's Inc (Largo, FL)
- ** Customer Accounts Advisor ** The salary...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)
- …part in the advisor onboarding journey by ensuring timely and accurate account creation and form processing. The Manager will oversee a team of Data Analysts, ... Manager for the **Transition Consultants team** and (1) Manager for the ** Account Opening team** . **Manager, Transition Consultants Team** This strategic leadership… more
- Fifth Third Bank, NA (Indian Shores, FL)
- …and colleagues, and ensures that actions and behaviors drive a positive customer experience. While operating within the Bank's risk appetite, achieves results by ... retail bank employees. + Develop and conduct client meetings to review existing accounts and close sales individually and jointly with licensed bankers. + Handle… more
- Bank of America (Pinellas Park, FL)
- …High School Diploma / GED / Secondary School or equivalent Skills: * Advisory * Account Management * Client Experience Branding * Customer and Client Focus * ... Financial Solutions Advisor - Pinellas Park Pinellas Park, Florida **To proceed with your application, you must be at least 18 years of age.** Acknowledge Refer a… more
- Bank of America (Largo, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Pinellas County Market Weeki Wachee, Florida;Largo, Florida; Trinity, Florida **To proceed with your application, you must be at least… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and clients to research and resolve requests or issues regarding clients' accounts , operations processes and technology applications; follows all the way through ... email with requests for information, assistance or education. + Carry out standard customer service activities and handle simple customer inquiries. + Partners… more
- CVS Health (Largo, FL)
- …it all with heart, each and every day. **Position Summary** The Benefits Analyst, Account Manager at CVS Health, you will play a critical role in supporting client ... and members, resolving issues, and building lasting relationships throughout the life of the account . You will act as a key liaison between CVS Health and our… more
- Raymond James Financial, Inc. (Clearwater, FL)
- …level of organization and accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. + Opens new client ... accounts and researches client and security information using internal...client-specific reporting as needed for review by the financial advisor . + Creates and maintains records and files utilizing… more
- Raymond James Financial, Inc. (St. Petersburg, 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). + Creates reports to...team's performance. + Onboards new clients, opens new client accounts and researches client and security information using internal… more
- Bank OZK (Palmetto, FL)
- …Promote a positive, helpful, and friendly team environment and provide exceptional customer service at all times. Essential Job Functions + Cultivate professional ... business partners. + Utilize assessment tools to maintain detailed notes regarding customer conversations and interactions. + Open and service deposit accounts ,… more
- Bank OZK (Pinellas Park, 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …schedule of payments, draw and deal level changes, terminated financial advisor balance, pre-approved discount exception accounts , and production matching ... managers, financial advisors, division, and sales management. Providing excellent customer service, professionalism, and support. + Reviews compensation agreements… more
- RTX Corporation (Largo, FL)
- …the overall ownership of the supplier management process and communication of customer flow through requirements such as FAR/DFARS, ITAR, offset, public law, ... quality, warranty, etc. They are also responsible to the customer and program management to meet all material contract...and tailoring when applicable + Act as the Control Account Manager (CAM) or support the assigned CAM +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the financial advisors and clients who use it. + Provides best-in-class financial advisor service through inbound phone coverage and emails regarding RJ SI trading, ... with the conservative nature of the firm, and escalates advisor or client questions to other team members or...flow, trade blotters, trading inventories, daily reports, and error accounts to mitigate risk to financial advisors, clients, and… more
- Duke Energy (St. Petersburg, FL)
- …Brand Representation: Represent Duke Energy Lighting at trade shows, industry events, and customer meetings as a trusted energy solutions advisor . + Identify and ... position focuses on identifying new business opportunities, nurturing long-term customer relationships, and executing strategic sales initiatives that align with… more
- Greenway Health (Tampa, FL)
- The Associate Inside Sales Account Executive is surrounded by driven, intelligent, and passionate individuals dedicated to the Healthcare Industry. This role will ... solutions to help them reach their goals. In addition, the Inside Sales Account Executive will be tasked with discovering sales opportunities, following up on sales… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …independent broker dealers and as a custodian for independent Registered Investment Advisor firms (RIAs). **Job Summary** The summer associate will gain hands-on ... functions that ensure accurate and efficient processing of onboarding/offboarding, account maintenance, and procedure reviews. The successful candidate will… more
- Jabil (St. Petersburg, FL)
- …of our solution set. The Solution Architect will become a trusted advisor and ensure a value based, competitive, consistent, professional interaction from ... creation. This position will be an advocate for the customer post sale and ensure their continued success using...effectively with the Sales and Marketing teams to produce account plans that include technical qualification of prospects, needs… more