- Raymond James Financial, Inc. (Southfield, MI)
- …and Skills:** + Actively participate in department and cross‑functional projects, contributing subject‑matter expertise on customer processes, regulatory ... requirements, operational workflows, and IRS‑related rules or documentation standards. + Identify and report instances of noncompliance with organizational policies, regulatory guidelines, and/or IRS‑related rules, escalating issues appropriately to ensure… more
- Raymond James Financial, Inc. (Southfield, MI)
- …In office days will be 3 per week averaging 12 days per month in our Southfield, MI Corporate Office._** **_Hours:_** **_This position requires 1-2 shifts per week ... from 11am-8pm or 10am-7pm EST and 8am-5pm EST on the other days._** **What You'll Do** + Client Support & Issue Resolution + Handle incoming calls and inquiries related to Capital Access features. + Research and resolve moderately complex issues (eg, card… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Accurately diagnoses issues and provides client driven solutions that also meet IRS regulatory requirements. + Interprets rules and regulations by applying IRA and ... IRS knowledge. + Assist with various incoming requests for information, through multiple platforms. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Responsible for supervision oversight and ensuring adherence to firm and regulatory policies and procedures. + Perform reviews of client accounts and documents ... submitted by the branch. + Educates branch staff associates. + Escalates concerns to senior management and may propose new policies or procedures regarding risk, adhering to compliance and operational risk controls in accordance with company and regulatory… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Act as a business partner to important internal customers and manage relationships with them, while taking guidance from senior colleagues. + Make authoritative ... recommendations that have a significant impact on the business over the short and long term. Recommendations could be technical or professional in nature. + Write and edit material for various target populations, tailoring the tone and content to match the… more
- 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)
- …+ Serve as the first point of contact for visitors and incoming calls to the management team. + Manage calendars for the VP and coordinate meetings and appointments ... for managers. + Prepare documents, reports, and control access to the floor. + Set up workstations for new associates. + Coordinate deliveries for kitchen and office supplies. + Receive vendors for meetings, deliveries, and mail. + Organize activities and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …: + Assist with various requests for information, referring more complex matters to colleagues. + 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 simple customer inquiries. + Conduct data entry into company systems,… 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. (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