- Raymond James Financial, Inc. (Memphis, TN)
- …department statistical information and providing operational support to our clients. Associate in this role are expected to provide excellent customer service, ... **Essential Duties and Responsibilities:** * Reviews and approve client requests to transfer accounts to and from contra firms. * Screens incoming or outgoing… more
- Raymond James Financial, Inc. (Memphis, TN)
- …obtained through education, experience and/or, specialized training to coordinate all Mass Account Transfer (MAT) conversions. Partners with contra broker firms ... detail in communications. **Educational/Previous Experience Requirements** **Education/Previous Experience** * Associate 's Degree and a minimum of two (2) years of… more
- Raymond James Financial, Inc. (Memphis, TN)
- …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