- Raymond James Financial, Inc. (Memphis, TN)
- …* 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. * 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. * Conduct data entry into company… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ 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. + 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 necessary.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ 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. (Memphis, TN)
- …+ Reviews and approve client requests to transfer accounts to and from contra firms. + Screens incoming or outgoing client requests and verifies all necessary legal ... documentation that accompanies the client signed documents. + Scrutinizes information contained in all types of transfer forms and letters of authorization. + Assist with various requests for information, referring more complex matters to colleagues. + Answer… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Provides technical support to internal clients requiring assistance using various trading systems. + Responds to inquiries or complaints received through phone ... calls and/or correspondence with clients concerning the company's trading systems. + Performs price adjustments and trade corrections support for client accounts. + Review trade problems and determine appropriate corrective action. + Resolves comparison issues… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Under limited supervision, uses advanced knowledge and skills obtained through experience and training to acquire and track documentation for account opening, as well ... as review the documentation and ensure that it meets all of the necessary requirements based on regulations. Assists in special projects as needed by FICM Sales Management. The work will entail a variety of tasks requiring some decision-making responsibility.… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Under limited supervision, uses specialized knowledge and skills obtained through training and experience to process small business loans and prepare settlement ... documents. Resolves or recommends solutions to complex problems. Extensive contact with internal and external customers is required to obtain, clarify or provide facts and information and to identify, research, and resolve problems. **Essential Duties and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ 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
- Raymond James Financial, Inc. (Memphis, TN)
- …You will be a member of the AMS Freedom Trading team. As the Asset Management Trading Associate, you will use the knowledge and skills gained through work experience ... to review and apply model portfolio overlays on Mutual Fund/ETF (MF/ETF) managed account platforms using exchange-traded products. You will be working under general supervision; the role involves using established procedures and guidelines to execute various… more
- Raymond James Financial, Inc. (Franklin, TN)
- …Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility. Ensure a positive experience for clients by ... having courteous interactions with them. Receive visitors and assist with various requests for information, referring more complex matters to colleagues. Use standard office software to carry out basic formatting of letters, memoranda, and routine reports.… more