- Raymond James Financial, Inc. (Depew, NY)
- **Essential Duties and Responsibilities** + Service daily client inquiries over the phone and in-person, including scheduling meetings and greeting clients + ... the financial advisors and branch office + Open new client accounts, process money movement, and research information as...a team + Provide a high level of customer service _Custom Wealth Strategies and its employees… more
- M&T Bank (Amherst, NY)
- …(Know Your Customer) and due diligence activities completed in support of Wealth and Institutional Services Division (WISD). Responsibilities are targeted for either ... as required. + Communicate with internal and external business partners and related service partners as required. + Escalate non-standard or high risk exceptions to… more