- Raymond James Financial, Inc. (Troy, MI)
- …+ Close cases that are not in good order in appropriate timeframe + Support Annuity Care Specialists with daily tasks as needed + Manage status mailbox for ... **Essential Duties and Responsibilities** + Perform initial review of annuity applications and requirements + Perform timely entry of initial applications +… more
- Raymond James Financial, Inc. (Troy, MI)
- Under general supervision, the Policy Care Specialist supports branch operations, advisor transitions, and client service for the One Insurance Solution Team. This ... Experience Requirements** + High school diploma or equivalent required. + Associate 's degree preferred. + 2-3 years of experience in financial services… more