- Raymond James Financial, Inc. (VA)
- …Securities Based Lending (including Margin) and Tailored Lending. Responsible for PCB sales and growth objectives and service performance. Builds relationships ... and position themselves as key members of an FA 's and branch management's team. Works in partnership with...with Internal Banking Consultants (IBCs), Cash, SBL and Mortgage Consultant (s), and Operations to ensure consistent and high quality… more
- TEKsystems (Tampa, FL)
- …a liaison and ensures follow up and completion of all transition responsibilities for new FA . * Assists with new FA and branch paperwork, including but not ... liaison to Business Development, Private Client Group Education and Sales Management. * Acts as the primary point of...and deadlines. * Provide a high level of customer service in a calm, courteous and professional manner. *… more
Related Job Searches:
Consultant,
FA,
Sales,
Sales Consultant,
Service,
Service Sales,
Service Sales Consultant