- Fifth Third Bank, NA (Palm Harbor, FL)
- …types. ESSENTIAL DUTIES AND RESPONSIBILITIES: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer profile and ... Investment), referring customers when appropriate to provide timely, and holistic financial solutions. + Consistently meet/exceed customer experience and… more
- Morgan Stanley (Tampa, FL)
- …so, the Morgan Stanley Virtual Client Solutions team is seeking a *Registered Client Service Associate *in our *Tampa, FL* office* *to help effectively educate, ... 7 and 66 licenses. *Position Overview*: As a*Registered Client Service Associate *, you will provide industry leading...of inbound calls and emails from participants, providing world-class customer service to both internal and external… more
- Morgan Stanley (Tampa, FL)
- …clients and Financial Advisor teams. *Position Overview*: The *Client Service Associate * is responsible for understanding firm policies, procedures, and ... *Business Overview*: Are you an experienced customer service professional, looking to jumpstart...Associate */:/ * Develop a robust understanding of the financial services industry and gain insight into one of… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …volume of calls from Financial Advisors and associates while providing excellent customer service . **Ability to:** + Project a professional demeanor to train ... + Review all margin agreements for required information. + Review, maintain, and service all customer account records. Maintains records of accounts as required… more
- Raymond James Financial, Inc. (Trinity, FL)
- … Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... to provide high quality/high touch critical administrative support to Financial Advisors, their prospective and existing clients and other...Handle stressful situations and provide a high level of customer service in a calm and professional… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …in a call center environment. Associate will provide a high degree of customer service through education to branch callers. Associate will also serve ... any overtime hours worked._ **Job Summary:** Under general supervision, associate uses skills gained through experience and on-the-job training...identify key issues. * Provide a high level of customer service in a fast paced call… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …communication. **Ability to** * Navigate stressful situations and provide a high level of customer service in a calm and professional manner. * Partner with ... Operations and systems of assigned functional area. * Advanced customer operations and financial industry knowledge. *...a role model and provide a high level of customer service * Establish and maintain effective… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clients. Associate in this role are expected to provide excellent customer service , professionalism and superior support to internal and external clients. ... High School diploma or equivalent with a minimum of two (2) years of customer service and/or securities related experience preferred. ~or~ * An equivalent… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …* High School Diploma or equivalent and a minimum of two (2) years' experience in customer service or the financial services industry. * OR ~ * Any ... (a division of Raymond James & Associates) to assist with the service and maintenance of managed accounts. **Essential Duties and Responsibilities** * Performs… more
- TD Bank (Clearwater, FL)
- …their experience legendary which is in line with TD's brand promise + Understands Customer financial needs to identify opportunities to promote and educate on ... High school diploma or GED + 1 years related experience required + Superior Customer Service skills + Teller experience (Preferred) / Must complete Teller… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resolution and completion of tasks. **Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and ... be applied. * Series 7 and 63 Licenses required. **Job:** Customer Service **Primary Location:** US-FL-St. Petersburg-Saint Petersburg **Other Locations:**… more
- Fifth Third Bank, NA (Seminole, FL)
- …a full range of banking products and services to meet existing and prospective customer 's needs, while providing specialized care and service to existing and ... program that includes rotations in Operations and Sales & Service . There will be a certification at the conclusion...AND RESPONSIBILITIES: + Use the consultative sales process and Financial Needs Assessment to build a thorough customer… more
- TD Bank (Tampa, FL)
- …relationships by providing advice and guidance to ultimately attract, and retain the customer + Understands customer financial needs to identify ... the teller line or on the platform while uncovering customer financial needs and educating on products,...the following: volunteering, education, military experience preferred + Demonstrated Customer Service skills preferred + Ability to… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Petersburg, FL, corporate office._ **Job Summary:** With the goal of providing superior customer service , you will deliver front-line support to customers for ... and their staff. Incumbents in role flex between providing front-line consultative customer service support and resolving more analytical or complex inquiries,… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …clear directions and priorities. * Provide a high level of customer service . **Educational/Previous Experience Requirements:** * Bachelor's degree (BA) ... **Description** **Department Overview:** Raymond James Financial is a Florida-based diversified holding company, headquartered in St. Petersburg, FL. Raymond James… more
- AutoNation, Inc. (Pinellas Park, FL)
- …target unit goals and delighting every customer along the way. Lastly, the Associate will align with the service department to achieve these goals without ... disrupting our service operations or the customer experience. The Equity Mining Sales Associate ...store's commission pay plan, allowing you to control your financial destiny. You're now ready to benefit from competitive… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …resolution and completion of tasks. **Ability to:** * Provide a high level of customer service in a calm, courteous and professional manner. * Establish and ... School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience. * Associates… more
- Morgan Stanley (Tampa, FL)
- *Company Profile* Morgan Stanley (MS) is a global financial services firm that conducts its business through three principal business segments: Institutional ... Wealth Management (WM), and Asset Management. Morgan Stanley provides comprehensive financial advice and services to its clients including brokerage, investment… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Requirements** **Education/Previous Experience** * Associates degree and/or 2-5 years experience in customer service or the financial services industry or ... establishment and maintenance of advisory and managed accounts. Every associate works both independently and within a team environment...bachelor's degree and/or 0-2 years experience in customer service or the financial … more
- Stryker (Tampa, FL)
- …Medical products to doctors, nurses, and appropriate staff personnel while providing excellent customer service and developing the customer relationship + ... Learn more about our award-winning organization by visiting stryker.com ** Associate Sales Representative - Acute Care** **Who we want**...and providing a highly responsive and unsurpassed level of customer service . + You assist in post-sale… more