- Raymond James Financial, Inc. (St. Petersburg, FL)
- …account opening/closing, monitor accounts for compliance, and resolve account-related issues for advisory and managed accounts. * Advisor Support: Serve as the ... variety of operational procedures within the department, which may include: new fee based agreement processing, system reconciliation, accounts distributions, and… more
- Raymond James Financial, Inc. (St. Petersburg, FL)
- …+ 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. (Boca Raton, FL)
- …Services industry, Raymond James is seeking a dynamic Registered Client Service Associate who is a motivated, detail oriented and creative problem solver to ... + Helps manage and standardize best practices for various activities: new client on-boarding, large client liquidity events, private placement investment monitoring.… more
- Ensono (Miami, FL)
- …that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep ... a Security Services Manager you will be providing consulting, advisory and operational services that acts as an overlay...services that acts as an overlay to the Ensono managed security services and works with the Client across… more
- Ensono (Miami, FL)
- …that reshape how our world runs. As an expert technology adviser and managed service provider with cross-platform certifications, Ensono empowers our clients to keep ... the client account, including expanding the portfolio of services beyond the initial new logo acquisition (typically, new logos will be heavily mainframe scope).… more
- Aegon Asset Management (FL)
- …transamerica.com . Job Description Summary Provides dedicated on-site support, educational and advisory services for a major client at one or more locations. Ensures ... towards goals. + Promote, educate and enroll participants into Managed Advice; provide on-going financial and planning support to...63 or obtain within six months. + Retirement Plans Associate (RPA) or Charted Retirement Plan Counselor (CRPC), or… more