- Raymond James Financial, Inc. (Southfield, MI)
- …+ Design, develop, and maintain high-quality, user-friendly ServiceNow catalog items and workflows. + Partner with stakeholders to gather and analyze requirements for ... catalog items, workflows, and integrations. + Develop reusable components and implement catalog development best practices. + Provide recommendations for new code development or existing code reuse. + Perform debugging and troubleshooting of catalog items,… more
- Raymond James Financial, Inc. (Southfield, MI)
- …The Communications Review Team consists of the advertising, hard copy correspondence review, social media and e-mail review teams. The advisor for this team will ... administer and analyze various communication reviews and content to ensure compliance with regulatory expectations and firm policies and procedures. Escalates and partners with senior advisors and management team for highly sensitive or complex issues. Some… more
- Raymond James Financial, Inc. (Southfield, MI)
- …Under general supervision, uses extensive knowledge and skills obtained through experience, specialized training and/or certification in securities and/or banking ... industry to mitigate regulatory, litigation and reputation risk to the firm as it relates to addressing client grievances and regulatory inquiries. Works independently on difficult assignments that are broad in nature requiring originality and ingenuity and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Provide a quality service to customers while identifying opportunities to secure new business or support retention. Responsibilities may include processing cases, ... dealing with complex queries, and investigating and resolving customer problems. + Answer the telephone and assist callers or those making varied inquiries by email or mail with any requests for information, directing more complex matters to colleagues as… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes ... and internal codes of conduct. + 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,… more
- Raymond James Financial, Inc. (Troy, MI)
- …Under general supervision, facilitates underwriting process for life insurance applications submitted by financial advisors/agents. Specialist is responsible for ... coordinating requirements gathering on behalf of the insurance company, communicating with underwriter and financial advisor/agent as necessary throughout the process. Identifying issues and working to resolve favorably. Specialist works closely with Life Care… 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. (Troy, MI)
- …**Essential Duties and Responsibilities:** + Responsible for building and maintaining relationships with financial professionals to generate Annuity, Life Insurance ... and Asset Based Long Term Care sales within a specific territory. + Educates financial professionals on the benefits of offered products and services for their clients through individual or group meetings presentations, including branch visits, seminars and… more
- Raymond James Financial, Inc. (Southfield, MI)
- …+ Develop working knowledge of the organization's policies and procedures and of regulatory codes and codes of conduct relevant to own work, adhering to mandatory ... procedures to ensure own work is undertaken to the required standards. + Carry out operational tasks by following established processes. This will involve adjusting multiple settings or parameters to meet performance standards. + Reviews, interprets and… 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. + Accurately and efficiently diagnoses questions and issues and crafts client focused solutions. + Provides education to branch personnel related to account opening and maintenance. + Follows daily schedule accurately to ensure the… more
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