Client Experience Specialist
100 Raymond James & Associates, Inc.
100 Raymond James & Associates, Inc. is looking for an Account Transfer Associate to facilitate the external transfer of client assets. This role involves monitoring workflow efficiency, resolving complex issues, and supporting Financial Advisors. The position offers a hybrid-friendly schedule with training, and responsibilities include reviewing client requests and ensuring compliance with regulatory standards. Candidates should have strong analytical skills. Benefits include a comprehensive package with medical, dental, and retirement options. #J-18808-Ljbffr
Vacancy posted 17 hours ago
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