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Hybrid Accounts Transfer Specialist

Raymond James Financial, Inc.

Raymond James Financial, Inc. in Southfield, MI is seeking an Account Transfer Associate to facilitate external client asset transfers, review documents, and support internal staff. The role emphasizes accuracy, client-first service, and adherence to regulatory standards. The position follows a hybrid schedule with three in-office days weekly. Training is onsite for the first 30 days, Monday-Thursday, to ensure mastery of procedures and systems across teams. #J-18808-Ljbffr Raymond James Financial, Inc.

Vacancy posted 2 days ago
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