Sr. Associate - New Accounts: Plan & Trust Team
Raymond James Financial, Inc.
Cloverdale, Shelby County$77,892 - $77,892 est.Full-timePosted 1 day ago
Responsibilities - 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. Initiate contact internally and externally to convey requests,…
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