- Raymond James Financial, Inc. (Denver, CO)
- …questions or concerns. * Handle stressful situations and provide a high level of customer service in a calm and professional manner. * Analyze problems and ... client-specific reporting as needed for review by the financial advisor . * Oversees the process of outside account reporting,...a cohesive team. * Provide a high level of customer service . **Education/Previous Experience** * High School… more
- Bank of America (Greenwood Village, CO)
- …Relationship Building + Administrative Services + Client Investments Management + Customer Service Management + Process Simplification **Minimum Education ... to develop and prepare candidates to further develop and service the FA Teams client base. The Trainee...Business Manager** is a key contributor to a Financial Advisor team in creating strategy and ensuring execution related… more