- 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
- 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
- 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
- Bank of America (Sarasota, FL)
- …Planning Counselor (CRPC). * Obtained your insurance licenses. **Skills:** * Advisory * Account Management * Client Experience Branding * Customer and Client ... Financial Solutions Advisor - Consumer Investments - Sarasota South Market Lakewood Ranch, Florida;Sarasota, Florida; Venice, Florida; Port Charlotte, Florida **Job… 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
- 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
- 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
- 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 (Bradenton, 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)
- …continuity and quality assurance standards in all fee-related processes. + Review customer account data for accuracy, ensuring transactions align with company ... from Financial Advisors and clients regarding management fees, billing discrepancies, and account adjustments. + Calculates Financial Advisor compensation at the… more
- JPMorgan Chase (Venice, FL)
- …accurate performance reports + Actively engage in Risk Management; including Know Your Customer procedures, Account Reviews and Inquires + Support business unit ... taking care of our employees, building relationships, and delivering extraordinary customer service while maintaining a strong commitment to diversity and inclusion.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Leads projects of moderate scope and complexity and serves as a technical advisor to various business lines. Resolves or recommends solutions to complex problems. ... * Investigate potentially suspicious activity that may arise from account surveillance, branch escalations, risk alerts, regulatory investigations, and matters… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …pay Financial Advisor commissions, process redemptions, fund subscriptions, and maintain account performance details. + Lead on suspense account and accrual ... within a team environment. * Lead others in providing a high level of customer service. * Establish and maintain effective working relationships at all levels of the… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Creates reports, proposals, and analysis for sales team to use in advisor consultation and sales meetings. * Analyzes various investment accounts including ... Handle stressful situations and provide a high level of customer service in a calm and professional manner. *...degree. * One (1) to two (2) years of customer service or related experience highly preferred. ~or~ *… more
- Sarasota County Government (Sarasota, FL)
- …Position In this role you will specialize in collection development/maintenance, customer service, staff development, and general administration tasks. Examples of ... organize and maintain the library's collection of digital resources. Customer Service: + Develop and implement standards of service...and sources to stay well informed as a readers' advisor . About the Schedule Work Hours + Full-Time, 40… more
- US Bank (Sarasota, FL)
- …escalating items beyond specified authority to the assigned Wealth Management Advisor or respective specialist. Works proactively to identify potential problems, ... of the relationship. Develops working knowledge of assigned area and accounts through frequent client contact and execution of standard departmental procedures.… more