- Raymond James Financial, Inc. (Memphis, TN)
- **Responsibilities:** + Reviews and approve client requests to transfer accounts to and from contra firms. + Screens incoming or outgoing client requests and ... the client signed documents. + Scrutinizes information contained in all types of transfer forms and letters of authorization. + Assist with various requests for… more
- Regions Bank (Memphis, TN)
- …detail. **Primary Responsibilities** + Responds to routine customer and internal account inquiries, performing necessary research and following up in a timely ... manner + Communicates with clients and internal partners regarding account openings, closings, asset transfers, and fees + Creates...+ May perform research for tax compliance and asset transfer issues + Adheres to all internal and external… more