- Raymond James Financial, Inc. (Memphis, TN)
- …monitor accounts for compliance, and resolve account -related issues for advisory and managed accounts . * Advisor Support: Serve as the ... a variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …a quality service to clients while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, dealing ... with complex queries, and investigating and resolving client problems. + Collect, analyze, and interpret workforce data to identify trends and gaps. + Develop accurate staffing forecasts based on historical data, business growth, and seasonal patterns. +… more
- Truist (Collierville, TN)
- …[limited established portfolio of clients upon job entry], serves to establish new managed portfolio of financially complex client relationships within the ... footprint). Utilize objective and sound personal financial planning and financial advisory concepts to develop and deepen relationships and provide an integrated… more
- Deloitte (Memphis, TN)
- …our clients navigate the ever-changing threat landscape. Through powerful solutions and managed services that simplify complexity, we enable our clients to operate ... such as DNS, DHCP, Group Policy etc. + Provide internal technical training to Advisory personnel as needed. + Support Digital Identity team on client calls as… more