- 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
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory ... procedures to ensure own work is undertaken to the required standards. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as necessary.… 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