- Raymond James Financial, Inc. (St. Petersburg, FL)
- …party applications + Answer calls and questions on operational topics and account maintenance. + Contacts internal/external customers including fund companies to ... investment concepts, practices, procedures and industry regulations related to Mutual Funds + Basic mathematical skills including addition, subtraction,… more
- TEKsystems (St. Petersburg, FL)
- …operations, Series 6, Series 7, Mutual fund , Financial services , Banking, brokerage, brokerage banking, Customer service oriented, Call center, Microsoft ... products * Support operational team on financial transaction and account maintenance * Use of various software / financial...Must Have - 2-5 Years Investment Industry Experience Customer Service in a Contact Center Setting Strong technical ability… more