Account Transfer Associate | Southfield, MI
Raymond James & Associates, Inc., Research Division
About this role
The Account Transfer Associate at Raymond James facilitates the external transfer of client assets and supports internal associates and Financial Advisors. The role focuses on researching and resolving complex issues, monitoring workflow efficiency, and maintaining accurate departmental metrics. It emphasizes strong analytical ability, exceptional communication, and a client-first mindset while delivering operational support across teams.
Skills
Qualifications
About Raymond James & Associates, Inc., Research Division
rjcapitalmarkets.comN/A
Recent company news
About Raymond James & Associates, Inc., Research Division
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Leadership Team
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
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View leadership team, funding history,
and employee contacts for Raymond James & Associates, Inc., Research Division.
Salary
$52k – $69k
per year
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