Account Transfer Associate (Service Team) | Southfield, MI
Raymond James Financial, Inc.
Lathrup Village, Oakland County$46,140 - $46,140 est.Full-timePosted 5 days ago
Responsibilities: 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 the telephone and assist callers or those making varied inqui…
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Who is hiring for Account Transfer Associate (Service Team) | Southfield, MI at Raymond James Financial, Inc.?+
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