- Raymond James Financial, Inc. (Fort Wayne, IN)
- … and excellence in the Financial Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail ... **Responsibilities:** + Serves as first point of contact to service a high volume of daily interactions, including basic...and branch office. + Onboards new clients, opens new client accounts and researches client and security… more
- PNC (Auburn, IN)
- …documentation of client interactions, technical issues, and resolutions. -Proactively monitor client accounts to ensure service levels are met and potential ... with technical, product, and operations teams. -Analyze transaction data and client behavior to identify trends, anomalies, and opportunities for optimization.… more