- Raymond James Financial, Inc. (Southfield, MI)
- …best practices through ongoing education, attending conferences, and reading specialist media. **Knowledge of:** + Complex concepts, practices, procedures, and ... industry regulations related to multiple transfer processes and products (mutual funds, alternative investments, annuities, etc.). + Principles and practices of… more
- Chase Plastics (Clarkston, MI)
- …- As Needed + Expedite Log - Monthly + Assist in completing the CON/ Transfer process, as well as, repacks and, repacks/relabels within P21 System for public ... with all processes and daily tasks of a Service Specialist in order to provide assistance within the team,...and forward to the Customer Service Manager. + Provide account support for the Customer Service Manager in his/her… more