- Raymond James Financial, Inc. (Memphis, TN)
- …for operational efficiency. Partners with Asset Management Services (a division of Raymond James & Associates), to support the maintenance of advisory ... Operations and AMS systems. * Customer operations and the financial industry. * Accounting concepts and principles. * Investment...at all levels of the organization as well as financial advisors and branch personnel. * Identifying and resolving… more
- Raymond James Financial, Inc. (Memphis, TN)
- …knowledge and skills obtained through education and experience to assist financial advisors with fixed income proposals, reviews, general strategies, as well ... plan, coordinate or advise on projects. In addition to working with financial advisors, manage various technology platforms used within the department, including… more
- Raymond James Financial, Inc. (Memphis, TN)
- …documents weekly reports. * Executes trades in the absence of the Financial Advisor. * Performs other duties and responsibilities as assigned. **Qualifications** ... School Diploma or equivalent and three (3) years experience in the financial services industry, preferably including related service experience. * Associates Degree… more
- Raymond James Financial, Inc. (Memphis, TN)
- …+ Identifies trends and implements corrective action as necessary. + Uses financial data and performance indicators to establish control mechanisms and other ... practices, and procedures used in the securities industry. + Financial markets and products + Advanced concepts, principles, and...a minimum of ten (10) years' experience in the financial services industry, including six (6) years in a… more
- Raymond James Financial, Inc. (Memphis, TN)
- …callers. Associate will also serve as a specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in ... rules and regulations by applying retirement plan knowledge. * Processes financial transactions accurately. * Conducts audits of account activity to ensure… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and recommends changes to organizational policies and procedures. * Contacts financial advisors and branch managers to pro-actively identify needs. * Establishes ... other areas. * Balances conflicting resource and priority demands. * Uses financial data and performance indicators to establish control mechanisms and other… more
- Raymond James Financial, Inc. (Memphis, TN)
- …As an Analyst, your main responsibility will be troubleshooting voice and video conferencing issues across the Home Office campus and Branch locations. You will work ... closely with Engineers to test new technology solutions and operationalize those steps for problem resolution and outage situations. You will apply specialized domain knowledge to monitor, assess, analyze, and evaluate processes and data. Furthermore, based on… more
- Raymond James Financial, Inc. (Memphis, TN)
- …You will also serve as a liaison between branch support staff and financial advisors. You will engage in significant client communication through phone calls with ... branches, home offices, clients, and vendors to address and solve intricate problems that necessitate thorough investigation. **Essential Duties and Responsibilities:** + Acts as liaison between the branches and operations in all aspects involving client… more
- Raymond James Financial, Inc. (Memphis, TN)
- …callers. Associate will also serve as a specialist processing complex financial transactions by evaluating, approving and completing retirement transactions in ... rules and regulations by applying retirement plan knowledge. * Processes financial transactions accurately. * Conducts audits of account activity to ensure… more
- Raymond James Financial, Inc. (Memphis, TN)
- …maintains, and services accounts. Partners with Asset Management Services (a division of Raymond James & Associates) to assist with the service and maintenance ... and a minimum of two (2) years' experience in customer service or the financial services industry. * OR ~ * Any equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …and/or specialized training are used to provide oversight and support regarding Raymond James statements and trade confirmations. Your responsibilities include ... content, production, and printing processes. + Collaborates with trading groups, Raymond James subsidiary groups, internal operations departments, legal,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …8:30am-5pm after training period * Overtime hours offered upon manager's approval **Job Summary** Raymond James has always been a different kind of financial ... benefit. The New Accounts Call Service Ambassador puts the Raymond James Service First motto into action...New Account systems. * Basic customer operations and the financial industry. * Basic accounting concepts and principles. *… more
- Raymond James Financial, Inc. (Memphis, TN)
- …Investment concepts, practices and procedures used in the securities industry * Financial markets and products **Skill in** * Interpreting and applying policies and ... of education and work experience. * Three (3) or more years' experience in financial services / operations including one (1) year as team lead or leadership… more
- Raymond James Financial, Inc. (Memphis, TN)
- …of products including equities, ADRs, ETFs, UCITs, and Mutual Funds. * Financial markets and investment products and services. * Mathematical ability sufficient to ... a minimum of two (2) years' experience in managed accounts within the financial services industry. ~OR ~ * Any equivalent combination of experience, education,… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Hybrid Work Environment:** **40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.** **Job Summary** : ... Under general supervision, uses intermediate skills obtained through experience and training to process the delivery and receipt of equity and/or or debt securities utilizing the DTCC or Fed Reserve settlement systems. Several reports and databases are used to… more
- Raymond James Financial, Inc. (Memphis, TN)
- …obtained through experience, specialized training or certification to provide all levels of financial services in a team environment to associates or clients of the ... company by combining the traditional roles of the Financial Advisor, Service Associate and Branch Manager. Fosters and...Central associates. * Works in cohesion with other Virtual Financial Advisors to oversee over $2 billion in client… more
- Raymond James Financial, Inc. (Memphis, TN)
- …for operational efficiency. Partners with Asset Management Services (a division of Raymond James & Associates), to support the establishment and maintenance ... subject matter expert for both internal and external clients (that include financial advisors (FA's) and sales assistants (SA's) * Independently processes and… more
- Raymond James Financial, Inc. (Memphis, TN)
- …to assist in the utilization of a Cost Basis Reporting System and other Raymond James approved systems to provide clients and internal departments with cost ... assigned. **Qualifications** **Knowledge, Skills and Abilities:** **Knowledge of:** * Financial markets and products. * Fundamental concepts of calculating capital… more
- Raymond James Financial, Inc. (Memphis, TN)
- …**Hybrid Work Environment:** **40% in-office and up to 60% work-from-home, if desired. Must live within commutable distance from our home office.** **Job Summary** : ... As a member of the Business Process Improvement (BPI) team, the Process Analyst plays a key role in projects to develop automated solutions for targeted processes. Working under limited supervision and with a high level of autonomy, this individual will… more
- Raymond James Financial, Inc. (Memphis, TN)
- …of banking and finance and securities industry trading and operations. * Financial markets and investment products and services. * Mathematical ability sufficient to ... and a minimum of two (2) to four (4) years' experience in financial services industry/managed accounts. ~or~ * Any equivalent combination of experience, education,… more
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