- Aaron's Inc (St. Petersburg, 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)
- …clients of the company by combining the traditional roles of the Financial Advisor and Service Associate. Fosters and assists in the development of relationships ... advice, or recommendations for alternative investment options in commission-based brokerage accounts . Guidance is provided to perform varied work that is somewhat… 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
- 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
- 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)
- …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 (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
- 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
- TD Bank (Tierra Verde, FL)
- …of tasks across multiple areas within a Store location; to include processing customer transactions, opening new accounts and educating customers on all banking ... to all colleagues. The included salary range for this role takes into account multiple factors that are considered in making compensation decisions. The base pay… more
- Bank of America (Bradenton, FL)
- …processes, laws, and guidelines in performing day-to-day activities, such as opening accounts , account maintenance, and Digital Assisted Shopping * Manages ... has previously held the role of Relationship Manager (RM), Advisor Development Program (ADP) RM, Credit Solutions Advisor...technology. Skills: * Active Listening * Business Acumen * Customer and Client Focus * Oral Communications * Problem… 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 ... and fixed income. Regional Supervision- Money Movement: The Regional Supervision Advisor of money movements will administer and analyze various supervision reviews… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* Keeps abreast of both business continuity and quality assurance standards. * Reviews customer account checks for accuracy and to ensure transactions are within ... Advisor compensation at the gross level. * Processes account payable, receivables and/or fixed asset transactions. * Researches...company policy. * Maintains a high level of customer service with both internal and external clients. *… more
- LCEC (North Fort Myers, FL)
- …+ Health Savings Account with an employer contribution + Flexible Spending Accounts + Paid time off and paid holidays + Wellness program with financial rewards ... is responsible for the installation, investigation, troubleshooting, and resolution of customer inquiries, questions, and requests for LCEC's products and services;… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …family members to research and resolve escalated issues regarding clients' accounts communicated via phone, correspondence, email and online inquiries; follows the ... Home Office departments to resolve issues related to client accounts . * Reviews, maintains and documents weekly reports. *...* Executes trades in the absence of the Financial Advisor . * Performs other duties and responsibilities as assigned.… more
- Bank of America (St. Petersburg, FL)
- …core Banking, and Investment and Life Priority (TM) solutions + Shadows Financial Advisor teams to build their network by sharing relevant market developments and ... + Leverages available resources and technologies to optimize the customer experience and serve the bank's customers with operational...how to progress to the next phase as an advisor + Builds relationships with internal service providers based… 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
- Bank of America (St. Petersburg, FL)
- …or seasonal need increases, while leading with a client first mindset **Skills:** + Account Management + Client Management + Customer and Client Focus + Issue ... and completeness in client materials and follows up on all client and Financial Advisor (FA) requests + Assists with ensuring practices are in alignment with the… more