- Raymond James Financial, Inc. (St. Petersburg, FL)
- …maintaining department statistical information and providing operational support to our clients. Associate in this role are expected to provide excellent customer ... service , professionalism and superior support to internal and external...and Responsibilities:** * Reviews and approve client requests to transfer accounts to and from contra firms. * Screens… more
- Comcast (Sarasota, FL)
- …they are connected to a sales consultant in a timely manner. The Store Service Associate should be well prepared to demonstrate company technology to new ... sales representative, which may involve assisting customers set up online accounts, data transfer , mobile device education, or assisting with account set up… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and Abilities:** **Knowledge of:** * Basic office practices, procedures and methods. * Account types, the transfer process, and industry operations in general. * ... support. * Processes new branch paperwork to open and transfer accounts. * Assists financial advisors to gather information...and deadlines. * Provide a high level of customer service in a calm, courteous and professional manner. *… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …obtained through education, experience and/or, specialized training to coordinate all Mass Account Transfer (MAT) conversions. Partners with contra broker firms ... task with little to no assistance. * Provide a high level of customer service . * Establish and maintain effective working relationships with others. * Exhibit a… more