- Aaron's Inc (St. Petersburg, FL)
- ** Customer Accounts Advisor ** **Hiring Range...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
- TEKsystems (St. Petersburg, FL)
- Advisor Support Representative Hybrid Schedule (4 days on-site per week) Pay Rate: $21-$27.50/hr Anticipated Start Date: 2/10/2025 Responsibilities: + Providing ... products. + Support operational team on financial transaction and account maintenance. + Use of various software / financial...with clients. + Receives calls from advisors, support staff, advisor assistants etc. And many times the calls are… more
- Aaron's Inc (Bradenton, 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 (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;Sebring, Florida; Winter Haven, Florida; Brandon, Florida **Job… more
- Aaron's Inc (Bradenton, 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
- 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)
- …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
- Jabil (St. Petersburg, FL)
- …customer /product penetration strategies and the deployment of such for new accounts . + Interpret and communicate customer requirements to enable development ... Keys to your success will be building and ensuring customer trust and satisfaction, maintaining contact with the ...approach will ensure clients see you as a trusted advisor and not just another salesperson. + Market Intelligence:… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …immediate questions and/or requests + Identifies opportunities to respond to advisor requests, research, prepare, and track responses. + Manage intake process ... the internal marketing agency. + Provides basic project consulting to clients and account managers in order to resolve immediate questions and/or requests. + May… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Creates reports, proposals, and analyses for the sales team to use in advisor consultation and sales meetings. + Analyzes various investment accounts , including ... relationships. + Handle stressful situations and provide a high level of customer service calmly and professionally. + Work well both independently and within… 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 ... and maintenance of reference resources to meet community needs. 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …insurance companies regarding submitted business or issues + Work with financial advisor and insurance companies on escalated cases + Monitors and works licensing ... and Insurance Licensing Initiatives + Works closely with Mass Account Transfer teams to convert large teams to Raymond...and/or disability income products or financial services industry or customer service related field preferred. + OR ~ +… more