- Raymond James Financial, Inc. (Memphis, TN)
- …be onsite Monday-Thursday. **Responsibilities:** + Reviews and approve client requests to transfer accounts to and from contra firms. + Screens incoming or outgoing ... the client signed documents. + Scrutinizes information contained in all types of transfer forms and letters of authorization. + Assist with various requests for… more
- Raymond James Financial, Inc. (Memphis, TN)
- …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
- CenterWell (Bartlett, TN)
- …accounts in accordance with the market sales plan. + Gather and organize account -related information and provide input on key customer opportunities, service ... problem-solving skills and the ability to appropriately represent the Company service capabilities to the targeted referral source audience is required. +… more