- Raymond James Financial, Inc. (Troy, MI)
- …assigned. **Knowledge, Skills, and Abilities** **Knowledge of** + Insurance and financial services operations. + Branch workflows and advisor transition processes. + ... equivalent required. + Associate's degree preferred. + 2-3 years of experience in financial services or insurance operations. + OR: + An Equivalent combination of… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ 1-2 years of administrative or customer service experience, ideally in financial services. + OR: + An Equivalent combination of experience, education, and/or ... training approved by Human Resources **Licenses/Certifications** + Insurance license (2-14) preferred but not required. more
- Raymond James Financial, Inc. (Troy, MI)
- …Responsibilities** + Partner with senior Consultants to grow insurance sales. + Engage financial advisors via phone and email to promote solutions. + Assist with ... channels. + Internal sales processes and CRM tools. + Financial advisor workflows and client needs. **Skill in** +...+ Associate's degree or 1-3 years of experience in financial services or insurance sales support. + Equivalent combinations… more
- Raymond James Financial, Inc. (Troy, MI)
- …ensure timely completion + Process issued life insurance policies for mailing to financial advisors/agents + Send follow up notices to financial advisors/agents ... areas of annuities, life insurance, long-term care, and/or disability income products or financial services industry or customer service. + OR ~ + Any equivalent… more
- Raymond James Financial, Inc. (Troy, MI)
- …classifications based on a comprehensive evaluation of applicants' health, financial background, occupation, travel, and lifestyle. **Key Responsibilities** + **Risk ... Analyze applicant data from various sources including MIB, medical records, financial documents, and motor vehicle reports. + **Stakeholder Communication** +… more
- Raymond James Financial, Inc. (Troy, MI)
- …underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for coordinating requirements gathering ... on behalf of the insurance company, communicating with underwriter and financial advisor/agent as necessary throughout the process. Identifying issues and working to… more
- Raymond James Financial, Inc. (Troy, MI)
- …and Responsibilities:** + Responsible for building and maintaining relationships with financial professionals to generate Annuity, Life Insurance and Asset Based ... Long Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products and services for their clients through… more
- Raymond James Financial, Inc. (Troy, MI)
- …order applications to insurance carriers + Send follow up notices to financial advisors/agents until processing requirements are completed + Review and respond to ... various requests from financial advisors + Respond to requests from insurance companies...life insurance, long-term care, and/or disability income products or financial services industry or customer service. + OR ~… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …mission, and strategies. *General office practices, procedures, and methods. * Financial services industry investment concepts, practices and procedures **Ability ... To** *Operate standard office equipment and using required software applications to produce correspondence, reports, electronic communication, spreadsheets, and databases. *Organize, manage, and track multiple detailed tasks and assignments with frequently… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * With a high level of organization and ... accuracy, processes client financial transactions and financial advisor and branch office expenses and expense reports. * Opens new client accounts and… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …(KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. Communicate the ... local action plan; explain how this relates to the function's strategy and action plan and to the broader organization's mission and vision; motivate people to achieve local business goals. Develop and propose own performance objectives; take appropriate… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, ... organizing data, writing investment-related research reports, and creating/ maintaining financial models. Regular contact with internal and external customers is… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes ... and internal codes of conduct. + Answer the telephone and assist callers or those making varied inquiries by email with any basic requests for information, directing more complex matters to colleagues, as necessary. + Conduct data entry into company systems,… more
- Raymond James Financial, Inc. (Southfield, MI)
- …In office days will be 3 per week averaging 12 days per month in our St Petersburg, FL Corporate Office, Memphis, TN, or Southfield, MI. Please note: This role is NOT ... eligible for Work Visa sponsorship, either currently or in the future. **What You'll Do:** + Help transition and switch data sources across systems, ensuring smooth and accurate data flow. + Understand business and technical requirements to support coding,… more
- Raymond James Financial, Inc. (Southfield, MI)
- **_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location a minimum of 10-12 days a month._** **_Please note: This ... communication and collaboration skills + Eagerness to learn and share knowledge **Why Join Raymond James ?** As a DevOps Engineer at Raymond James , you'll… more
- Raymond James Financial, Inc. (Southfield, MI)
- …role, you will provide high-quality support by assisting internal associates and Financial Advisors with escalated inquiries related to retirement plan accounts. You ... will be responsible for researching and resolving moderately complex issues, offering thoughtful and effective solutions that enhance the client experience. This position involves frequent interaction with internal stakeholders, requiring strong communication… more
- Raymond James Financial, Inc. (Southfield, MI)
- …ie, revenues or other key performance indicators (KPIs) and resource budgets ( financial and headcount); and ensure integration of key activities or projects across ... a sponsorship role. + Principles of finance and securities industry operations. + Financial markets and products. + Performance management. **Skills:** + Act as the… more
- Raymond James Financial, Inc. (Southfield, MI)
- **_This position follows our hybrid workstyle policy: Expected to be in a Raymond James office location (_** **_St. Petersburg, FL, Denver, CO, Memphis, TN, or ... Southfield, MI)_** **_a minimum of 10-12 days a month._** **Job Summary:** Responsible for the design, implementation, and management of the CMDB within the ServiceNow platform. Owns the Infrastructure Discovery and Application/Service Mapping lifecycles along… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Assist with the development of internal communications and work collaboratively with colleagues to build strong understanding of regulation and registration ... requirements. + Investigate standard incidents using current regulatory and compliance processes, systems, and procedures, and take action to solve immediate compliance issues. Advise more senior colleagues on more complex problems. + Deliver preestablished… more
- Raymond James Financial, Inc. (Southfield, MI)
- …clients and advisors. + Serves as liaison between retirement plans department and financial advisors, Raymond James Legal and Compliance departments and ... (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. + Communicate… more
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