- Raymond James Financial, Inc. (St. Petersburg, FL)
- …the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem ... Responsibilities** * Serves as first point of contact to service a high volume of daily interactions, including basic...requirements, rules and regulations. * Processes and monitors the transfer of assets to ensure all assets and cost… 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …overall improvement of department quality. * Actively supports or leads Mass Account Transfer activities including mapping, preparation, and after-hour ... level of autonomy, applies comprehensive subject matter expertise of client and account opening and maintenance department policies, procedures and workflows to lead… more