- Raymond James Financial, Inc. (Southfield, MI)
- …to job responsibilities, department and division. + Products concepts relating to financial services industry, including financial instruments, financial ... management, and cash and capital principles. + General office practices and procedures. **Skills:** + Supports business processes with guidance but not constant supervision by understanding and effectively using standard office equipment and standard software… more
- Raymond James Financial, Inc. (Southfield, MI)
- …seamless integration, data integrity, and compliance within a regulated financial services environment. You will collaborate cross-functionally to deliver ... and Marketing Cloud. + Maintain data hygiene, synchronization, and compliance with financial data privacy regulations (DOL, ERISA, SEC, FINRA, GDPR). + Monitor… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and to develop appropriate plans or deliver actions required. + Identifying financial events that affect balancing and reconciliation. + Reconciling and correcting ... + Carry out operational tasks by following established processes. May involve adjusting basic settings or parameters in order to meet performance standards. + Use standard office software to carry out basic formatting of letters, memoranda, and routine… more
- Raymond James Financial, Inc. (Southfield, MI)
- …) plays a key role in supporting the firm's compliance with non- financial regulatory reporting requirements. Leveraging advanced knowledge and experience, this role ... This position collaborates closely with management to identify and mitigate financial , reputational, and regulatory risks. The analyst also contributes to the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …In office days will be 3 per week averaging 12 days per month in one of the following locations: St. Petersburg, FL, Memphis, TN, or Southfield, MI. **About the ... Role** We're looking for a strategic thinker and data-driven problem solver to join our Risk Management team. In this role, you'll lead risk initiatives, analyze trends, and deliver insights that shape decision-making across the Operations division. You'll… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to ... colleagues, as necessary. + Carry out standard customer service activities and handle customer inquiries relating to account activity. + Assisting callers with technical questions regarding online access. + Conduct data entry into company systems, and review… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Platform (RJ SI Platform) externally to create new and manage existing relationships with Raymond James financial advisors with the ultimate objective of ... + **Essential Duties and Responsibilities** * Demonstrates a commitment to Raymond James ' core values - namely putting the interests… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and experience, to create new and manage existing relationships with financial advisors/brokers and agents to generate required production/sales revenue from ... financial products throughout a given territory. Leads projects, programs...* Responsible for recruiting, building, and maintaining relationships with financial professionals. * Assists with educating financial … more
- Raymond James Financial, Inc. (Southfield, MI)
- …the IRS and DOL pertaining to IRAs and qualified plans + Fundamental financial planning and investment concepts, practices and procedures used in the securities ... industry + Principles of securities industry operations and financial services and products **Other Skills:** * Works to deliver required services to clients to the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Advisor & Internal Partner Support + Work with branch teams, Financial Advisors, and internal partners to address escalations. + Communicate updates and ... **What You'll Bring** + 1-2+ years of customer service or operations experience ( financial services a plus). + Strong oral and written communication skills with the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements. + Interprets rules and regulations by applying IRA and ... IRS knowledge. + Assist with various incoming requests for information, through multiple platforms. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Investment concepts, practices and procedures used in the securities industry, financial markets and financial products. **Skill in** + Operating standard ... verbal and written communication skills to deal with clients, financial advisors, support staff and home office personnel. +...a minimum of six (6) years' experience in a financial services firm / supervision + ~OR~ + An… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues. + Make authoritative ... recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. + Write and edit material for various target populations, tailoring the tone and content to match the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Ensure Keep-The-Lights-On tasks are handled with priority and efficiency. + Provide Tier-2 support for incidents and problem tickets. + Collaborate and provide ... network security guidance to other teams as needed. + Responsible for up-time, monitoring, reliability, stability and policy maintenance of supported systems. + Participate in high priority calls and own problem management tasks. + Produce and maintain current… 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 ... pipelines (Jenkins), and DevOps practices **Preferred Qualifications:** + Background in financial services domains such as trading or wealth management is highly… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Serve as the first point of contact for visitors and incoming calls to the management team. + Manage calendars for the VP and coordinate meetings and appointments ... for managers. + Prepare documents, reports, and control access to the floor. + Set up workstations for new associates. + Coordinate deliveries for kitchen and office supplies. + Receive vendors for meetings, deliveries, and mail. + Organize activities and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Assist with various requests for information, referring more complex matters to colleagues. + Answer the telephone and assist callers or those making varied ... inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary. + Carry out standard customer service activities and handle simple customer inquiries. + Conduct data entry into company systems,… more
- Raymond James Financial, Inc. (Southfield, MI)
- …and** **Responsibilities:** * Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. * ... Assists with educating financial advisors on the benefits of offered products and...a minimum two (2) years of experience in the financial services industry. ~or~ * Any equivalent combination of… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. + Carry out operational tasks by following ... established processes. May involve adjusting basic settings or parameters in order to meet performance standards. + Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. + Maintain files and records. + Ensure a… 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 ... role is not eligible for Work Visa sponsorship, either currently or in the future._** **Responsibilities:** + Manages and maintains complex systems. + Performs implementations and upgrades in compliance with security guidelines. + Ensures availability,… more
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