- Raymond James Financial, Inc. (St. Petersburg, FL)
- …of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and ... terminations. + Answers calls and questions regarding fee based accounts. + Researches and provides resolution on advanced and more complex business issues. +… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …practices, and procedures of general office concepts and those that govern fee - based operations, finance, and/or securities industry operations. + Process flows ... with department policy guidelines and procedures. Projects and duties may vary based on department needs and priorities with a focus on reconciliation. Asset… more
- WTW (Tampa, FL)
- …the provision of training to junior team members. Note that visa employment- based non-immigrant visa sponsorship and/or assistance is not offered for this specific ... of projects + Manage client expectations and raise appropriate issues to Senior Consultants and Client Relationships Managers + Deliver superior, consistent project… more