- Raymond James Financial, Inc. (St. Petersburg, FL)
- …account opening/closing, monitor accounts for compliance, and resolve account-related issues for advisory and managed accounts. * Advisor Support: Serve as the ... variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ 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
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.… more