- Aaron's Inc (Port Charlotte, 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
- 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 (St. Petersburg, 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)
- …mitigate risk. Our department supports business units by managing activity/ account reviews, product oversight, escalation/approvals and governance guided by ... clear directions and priorities. * Provide a high level of customer service. **Educational/Previous Experience Requirements:** * Bachelor's degree (BA) in a… more
- Lenovo (Sarasota, FL)
- …business processes. **Basic Qualifications:** + 8 + years experience in IT, Customer Service, Field Tech, or Account Management **Preferred Qualifications:** + ... Technical Account Manager - Enterprise Storage **General Information** Req...will have the opportunity to serve as a trusted advisor to our clients. The TAM develops and maintains… more
- Trane Technologies (Sarasota, FL)
- …maximize customer satisfaction and drive future sales. A successful Account Development Associate has a solid understanding of product offerings, achieves sales ... you:** Join us and make a lasting impact on customer satisfaction and our overall success! As a ...and provide prompt and effective solutions. . Collaborates with Account Managers to service accounts and drive… more
- Raymond James Financial, Inc. (St. Petersburg, 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
- TD Bank (Sarasota, 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)
- …charges. * Reviews, uploads and researches rejects on bulk trades for discretionary accounts , works with advisor to reprocess as needed. * Coordinates and ... related to Mutual Fund trading activities. * Principles and practices of customer relations and communications. * Accounting principles. * Front-end system used in… 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
- 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 ... during functional reviews and provide advanced support to our Financial Advisor and Corporate Advisory departments, focusing specifically on the policies and… more
- PNC (St. Petersburg, FL)
- …businesses with annual sales from $1 million to $5 million. As a trusted advisor within a fast-paced, dynamic environment you will leverage your business acumen to ... and to continue building upon that we expect our employees to be: + ** Customer Focused** - Knowledgeable of the values and practices that align customer … 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