- Raymond James Financial, Inc. (Southfield, MI)
- …+ Ensure Keep-The-Lights-On tasks are handled with priority and efficiency. + Provide Tier-2 support for incidents and problem tickets. + Collaborate and provide ... network security guidance to other teams as needed. + Responsible for up-time, monitoring, reliability, stability and policy maintenance of supported systems. + Participate in high priority calls and own problem management tasks. + Produce and maintain current… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. + Carry out operational tasks by following ... established processes. May involve adjusting basic settings or parameters in order to meet performance standards. + Use standard office software to carry out basic formatting of letters, memoranda, and routine reports. + Maintain files and records. + Ensure a… more
- Raymond James Financial, Inc. (Southfield, MI)
- …* Responsible for building and maintaining relationships with financial advisors to generate assets within a specific territory. * Assists with educating financial ... advisors on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and conferences/trade shows. * Assists with developing and implementing wholesaling business plans… more
- Raymond James Financial, Inc. (Birmingham, MI)
- …Under direct supervision, uses specialized knowledge and skills obtained through education and experience, to assist in analyzing portfolio analytics, asset ... allocation and investment holdings with client portfolios and make appropriate recommendations when warranted. Provides professional support to Financial Advisors by preparing industry and company research by collecting, organizing data, writing… more
- Raymond James Financial, Inc. (Rochester Hills, MI)
- …Supervise others working within established operational systems. Contribute to the development of annual and longer-term business plans; forecast performance against ... business key performance indicators (KPIs); develop business cases for key activities/projects; and estimate the financial and human resources required to deliver performance targets. Communicate the local action plan; explain how this relates to the… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Monitors and investigates electronic branch or home office communications through the use of various reports and systems. + Pro-actively monitors and ensures ... discussions pertaining to activities in clients' accounts and activities of financial advisors meet firm requirements and standards. + Communicates findings and manages concerns in a professional manner whether that be written or orally. + Interfaces with… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Take overall responsibility for designing, developing, and delivering the organization's operational strategy and outcomes. + Take overall responsibility for ... setting and approving area budgets that achieve organizational strategy. + Manage and report on business performance; hold direct reports accountable for achievement of business plans, and take corrective action where necessary to ensure the achievement of… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to ... colleagues, as necessary. + Carry out standard customer service activities and handle customer inquiries relating to account activity. + Assisting callers with technical questions regarding online access. + Conduct data entry into company systems, and review… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Partners with cross site peers and managers to establishes performance goals for department; collaborates with and directs associates to meet or exceed these goals ... + Acts as an information source for associates and ensures training and development occurs + Plans, assigns, monitors, reviews, evaluates and leads the work of associates + Oversees team morale and plans for appropriate team building activities and rewards and… more
- Raymond James Financial, Inc. (Troy, MI)
- …+ Perform initial review of annuity applications and requirements + Perform timely entry of initial applications + Prioritize application processing based on ... approaching deadlines + Validate agent licensing, appointments and product training for business submitted + Input requirements into database and review for accuracy + Verify appropriate contract structure and like registration to brokerage accounts + Submit… more