Raymond James
Hybrid Account Transfer Specialist — Client-Focused
Raymond James, Memphis, Tennessee, us, 37544
A financial services firm in Memphis, TN is seeking an Account Transfer Associate to facilitate client asset transfers, resolve complex issues, and ensure excellent client support. The associate should possess strong analytical skills and a commitment to client service. This hybrid role requires 3 office days and involves responsibilities such as reviewing transfer requests, assisting clients, and maintaining departmental metrics. Interested candidates should have a Bachelor’s degree or equivalent experience.
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