- Raymond James Financial, Inc. (Birmingham, MI)
- …* Services a high volume of daily interactions, including basic inquiries and scheduling of meetings, with prospective and existing clients on the phone, in-person, ... virtually and through mailings. * Works both independently and within a dynamic team environment to provide crucial support to the financial advisors and branch office. * With a high level of organization and accuracy, processes client financial transactions… more
- Raymond James Financial, Inc. (Birmingham, 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