Account Transfer Associate (Service Team)
at Raymond James
Posted 20 hours ago
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- Compensation
- Not specified
- City
- Country
- United States
Currency: Not specified
**Account Transfer Associate ( odmAdmin & manual** **?** **?** **?** **?** **cancelled*** }) - Streamline account transfers using **Odyssey P2P** platform; manage transfers up to **$10M** - Analyze trade confirmations for accuracy; reconcile discrepancies in **Excel** - Collaborate with cross-functional teams, ** meilleure** communication skills crucial - Prior experience in account transfer roles; **3+ years** in **financial services / Treasury** essential - Proficient in **Microsoft Office Suite** (Excel), **FoxPro**, and **Clari slipping** (or similar CRM tools) - **Junior-to-mid level** role in **Southfield, MI**, offering growth opportunities
No additional description provided.
