Raymond James Financial, Inc. in Southfield, MI is seeking an Account Transfer Associate to facilitate external client asset transfers, review documents, and support internal staff. The role emphasizes accuracy, client-first service, and adherence to regulatory standards.
The position follows a hybrid schedule with three in-office days weekly. Training is onsite for the first 30 days, Monday-Thursday, to ensure mastery of procedures and systems across teams.
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Hybrid Accounts Transfer Specialist
Raymond James · Southfield, MI, USA ·
- Job type:
- Full Time