- Raymond James Financial, Inc. (St. Petersburg, FL)
- …and pressure when faced with high volume and deadlines. * Provide courteous, timely service when addressing client issues and transactions. * Use good judgment ... to administer the establishment and maintenance of new and existing client accounts. Also, facilitates problem resolution, document processing, and branch support.… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …to associates, and clients of the future. Our company values associate development and growth, offering opportunities through developmental programs, mentorships, ... supervision of Tailored Lending Officers, including financial analysis/modeling, underwriting, client due diligence, portfolio management, and KYC/CIP responsibilities. The… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …planned gifts and the onboarding of successors in DAF accounts. * Assists with general client service needs, answering phones and email requests as they come in ... education and experience to participate in projects for Charitable Solutions and RJ Trust. Performs entry to intermediate level project management analysis and/or… more