Hybrid Asset Transfer Specialist: Client-Focused
Listed on 2026-10-07
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Finance & Banking
IT Specialist, Financial Advisor / Consultant, Financial Services, Bank Customer Service
Raymond James in Southfield, MI seeks an Account Transfer Associate to facilitate external transfers, resolving complex issues and maintaining key department metrics. The role supports internal associates and Financial Advisors, addressing escalated inquiries with a client-first mindset.
Hybrid schedule includes on-site days (3 per week) at the Southfield corporate office. Initial onsite training is Monday-Thursday for 30 days.
For the Hybrid Asset Transfer Specialist:
Client-Focused position at Raymond James, we are reviewing applications now.
The advertised compensation is 42.000 - 64.000.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Hybrid Asset Transfer Specialist:
Client-Focused role in the description above.
We appreciate your interest in this position.
Join Raymond James and contribute to our ongoing work.
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