Hybrid Asset Transfer Specialist: Client-Focused
Raymond James
Raymond James in Southfield, MI seeks an Account Transfer Associate to facilitate external transfers, resolving complex issues and maintaining key department metrics. The role supports internal associates and Financial Advisors, addressing escalated inquiries with a client-first mindset. Hybrid schedule includes on-site days (3 per week) at the Southfield corporate office. Initial onsite training is Monday-Thursday for 30 days. #J-18808-Ljbffr Raymond James
Vacancy posted 3 days ago
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