- Raymond James Financial, Inc. (St. Petersburg, FL)
- …experience and/or, specialized training to coordinate all Mass Account Transfer ( MAT ) conversions. Partners with contra broker firms and branches to facilitate ... all internal and external conversion communications. Requires sound judgment and a high degree...team environment. **Essential Duties and Responsibilities** * Coordinates all MAT conversions and deconversions with onboarding client, contra broker… more
Locations:
Florida