4 Transfer Service jobs in the United States
Account Transfer Associate (Service Team) | Memphis, TN
Posted today
Job Viewed
Job Description
The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training. This role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics. The associate also provides standard client support services by assisting internal associates and/or Financial Advisors in addressing and resolving escalated inquiries. They regularly engage with internal customers, recommending solutions to moderately complex problems and ensuring a high standard of professionalism and service. This position requires strong analytical capabilities, exceptional communication skills, and a client-first mindset when delivering operational support across teams.
This position follows our hybrid-friendly schedule, so you get the best of both worlds flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office.
Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.
Responsibilities:
- Reviews and approve client requests to transfer accounts to and from contra firms.
- Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents.
- Scrutinizes information contained in all types of transfer forms and letters of authorization.
- Assist with various requests for information, referring more complex matters to colleagues.
- Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
- Carry out standard customer service activities and handle simple customer inquiries.
- Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
- Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
- Maintain files and records.
- Organize own work schedule each day in line with changing priorities.
- Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
- Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
Knowledge of:
- Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.
- Various industry rules and regulations that must be followed when transferring accounts.
- Other Home Office Operations departments.
- Various required legal documentation needed to process requests.
Skills:
- Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
- Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
- Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
- Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
- Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
- Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
- Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
- Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
- Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
- Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
- Applies understanding of the business environment and objectives to develop solutions under supervision.
- Works under supervision to meet high customer service standards.
- Works under to understand and effectively operate all customer management systems.
- Works under supervision to perform data analysis for use in reports to help guide decision making.
- Works under supervision to select, deploy and get the best results from the most appropriate office system.
Education:
High School (HS) (Required)
Work Experience:
General Experience - 7 to 12 months
Certifications:
Travel:
Less than 25%
Workstyle:
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view. We expect our associates at all levels to: Grow professionally and inspire others to do the same Work with and through others to achieve desired outcomes Make prompt, pragmatic choices and act with the client in mind Take ownership and hold themselves and others accountable for delivering results that matter Contribute to the continuous evolution of the firm
At Raymond James as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
Director Transfer Center Division Service Line
Posted 9 days ago
Job Viewed
Job Description
This position is incentive eligible.
**Introduction**
Do you want to join an organization that invests in you as a Director Transfer Center Division Service Line? At Mission Hospital, you come first. HCA Healthcare has committed up to $300 million in programs to support our incredible team members over the course of three years.
**Benefits**
Mission Hospital, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:
+ Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
+ Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
+ Free counseling services and resources for emotional, physical and financial wellbeing
+ 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
+ Employee Stock Purchase Plan with 10% off HCA Healthcare stock
+ Family support through fertility and family building benefits with Progyny and adoption assistance.
+ Referral services for child, elder and pet care, home and auto repair, event planning and more
+ Consumer discounts through Abenity and Consumer Discounts
+ Retirement readiness, rollover assistance services and preferred banking partnerships
+ Education assistance (tuition, student loan, certification support, dependent scholarships)
+ Colleague recognition program
+ Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)
+ Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits ( Eligibility for benefits may vary by location._**
You contribute to our success. Every role has an impact on our patients' lives and you have the opportunity to make a difference. We are looking for a dedicated Director Transfer Center Division Service Line like you to be a part of our team.
**Job Summary and Qualifications**
The Director of Transfer Center serves as the primary point of contact and division based strategic leader of the transfer initiative with reporting structure to the AVP of Transfer Center and heavy alignment with the Division Chief Financial Officer. All efforts are collaborated with the AVP to ensure alignment with the transfer center operation for optimal synergy. This position is responsible for driving the transfer center strategy across the division through collaboration with division and hospital leaders, physicians, and key service line stakeholders. In collaboration with the AVP of Transfer Center, establishes a division focused strategy for movement and placement of patients into and out of HCA from a multitude of access points through processes that enable volume growth and competitive advantage. In alignment with the Enterprise transfer center strategy, acts as the liaison with referring facilities/vendors to facilitate clinical quality enhancements and process improvements for the betterment of patient care. Acts as a strategic growth partner to division and facility leadership demonstrating strong sense of ownership of all improvement efforts related to transfer/transport/placement of patients. Provides leadership in determining and accessing needed data and ensures ongoing reporting of identified metrics. Facilitates the resolution of issues and roadblocks to the progress of the initiative. Establishes and executes regular systems for communicating the progress and results to stakeholders.
**Job Responsibilities:**
+ In collaboration with the AVP of Transfer Center for their assigned division, drives all aspects of the transfer center initiative as the strategic leader developing, implementing, and tracking progress on key growth strategies into HCA through the Transfer Center
+ Works with facility executive teams, medical and nursing leadership, and the Physician and Provider Relations team to promote volume growth and competitive advantage through development of differentiating strategies
+ Through knowledge of the market, competitive landscape, and use of transfer center analytics; identifies and communicates potential business opportunities to division and hospital leaders for further growth
+ Analyzes all aspects of transfer and patient intake processes for potential improvement opportunities within both Transfer Center operations and hospital operations. This includes centralized patient placement and other transfer center functions in select centers. Relays these to Regional VP or Division AVP of Transfer Center and through collaboration, designs with facility leadership, processes, systems, procedures, and operational changes to increase efficiency and effectiveness for all parties
+ Works with division and hospital management, departmental and interdepartmental staff and physicians in identifying any issues or barriers to optimal patient care and growth. Works through these in alignment with leadership and Transfer Center leadership
+ Stays up-to-date on EMTALA policies and works with the hospitals to align the Transfer Center as a safety net for our facilities with all aspects of EMTALA compliance
+ Collaborates with division emergency preparedness and supports the AVP of Transfer Center for any needed patient evacuation efforts in the event of emergent circumstances across the division or Enterprise
+ Works in partnership with Division CFO and Management Engineers on the use of process improvement tools and techniques, analytical techniques, and statistical applications. Serves as the division coordinator/facilitator of transfer/transport center initiatives including centralized patient placement and other transfer center functions in select centers. Assures that improvement processes are relayed, implemented, audited in collaboration with the AVP of Transfer Center
+ Presents Transfer Center strategic materials and initiative updates at Corporate, division, and key stakeholder meetings; including to key physician groups, hospital leadership teams, and other parties as needed
+ Serves as the liaison/facilitator of communication with any vendors providing transfer/transport services regarding vision, specific goals and objectives for initiatives and guides the efforts of the vendor team toward these goals
+ Leads the development of local transfer center strategic plans and new programs/services
+ Identifies physician engagement needs and promotes physician involvement at multiple levels in collaboration with hospital leadership and physician and provider relations
+ Identifies and develops recommendations for capacity management and patient throughput as pertains to the intake of transfers or other patient movement into our hospitals
+ Provides recommendations regarding marketing plans, promotional strategies and strategic partnerships/affiliations
+ Practice and adhere to the "Code of Conduct" philosophy and "Mission and Value Statement"
+ All other duties as assigned
**Knowledge, Skills & Abilities:**
+ Demonstrated leadership in driving a large scale initiative across multiple key stakeholders; including development and implementation of the strategic direction
+ Proven leadership competency in driving alignment with customer needs and expectations, financial outcomes, strategic vision and execution, marketing initiatives, and continuous improvement skills
+ Must have a proven track record of success in creating and executing on strategic growth strategies
+ Knowledge of relevant metrics used to measure quality and efficiency of care and services in transfer/transport center operations
+ Knowledge of governmental regulations, nursing practice regulations, EMTALA and compliance requirements related to the provision of transfer/transport services.
+ Participative leadership style and an ability to work in and leverage a matrix environment
+ Excellent interpersonal skills with an ability to work effectively with diverse groups of people, including but not limited to Corporate/Division leadership, transfer leadership, staff from information technology and clinical backgrounds, physicians, and external vendors
+ Must be independent, driven, self-motivated, and passionate with an exceptional work ethic, executive presence, integrity and presentation skills, both oral and written
+ Ability to work well under pressure on concurrent, multidisciplinary projects
+ Excellent attention to detail and creative problem solving abilities
+ Expert knowledge of various external market forces affecting transfer centers
+ Ability to establish credibility and be decisive
+ High level of strategic acumen, with strong analytical skills and ability to solve problems in a timely basis
+ Proven ability to influence change without direct reporting authority
**Education:**
+ Graduate of an accredited undergraduate program required; Bachelor's degree preferred
+ Master's degree in healthcare or business related field preferred
**Experience:**
+ Minimum seven years' experience in healthcare strategy, sales, marketing, or clinical operations
HCA Healthcare (Corporate) ( , based in Nashville, Tennessee, supports a variety of corporate roles from business operations to administrative positions. Like our colleagues in any HCA Healthcare hospital, our corporate campus employees enjoy unparalleled **resources and opportunities** to reach their potential as healthcare leaders and innovators. From market rate compensation to continuing education and **career advancement opportunities** , every person has a solid foundation for success. Nashville is also home to our **Executive Development Program** , where exceptional employees are groomed to take on CNO- and COO-level roles in our hospitals. This selective program focuses on ethics, leadership and the financial and clinical knowledge required of professionals at this level of the industry.
HCA Healthcare has been recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $3.7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
"Good people beget good people."- Dr. Thomas Frist, Sr.
HCA Healthcare Co-Founder
We are a family 270,000 dedicated professionals! Our Talent Acquisition team is reviewing applications for our Director Transfer Center Division Service Line opening. Qualified candidates will be contacted for interviews. **Submit your resume today to join our community of caring!**
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Director Transfer Center Division Service Line

Posted 11 days ago
Job Viewed
Job Description
This position is incentive eligible.
Salary Estimate: $102107.20 - $53088.00 / year
Learn more about the benefits offered ( ) for this job.
The estimate displayed represents the typical salary range of candidates hired. Factors that may be used to determine your actual salary may include your specific skills, how many years of experience you have and comparison to other employees already in this role. The typical candidate is hired below midpoint of the range.
**Introduction**
Do you want to join an organization that invests in you as a Director Transfer Center Division Service Line? At HCA Healthcare, you come first. HCA Healthcare has committed up to 300 million in programs to support our incredible team members over the course of three years.
**Benefits**
HCA Healthcare, offers a total rewards package that supports the health, life, career and retirement of our colleagues. The available plans and programs include:
+ Comprehensive medical coverage that covers many common services at no cost or for a low copay. Plans include prescription drug and behavioral health coverage as well as free telemedicine services and free AirMed medical transportation.
+ Additional options for dental and vision benefits, life and disability coverage, flexible spending accounts, supplemental health protection plans (accident, critical illness, hospital indemnity), auto and home insurance, identity theft protection, legal counseling, long-term care coverage, moving assistance, pet insurance and more.
+ Free counseling services and resources for emotional, physical and financial wellbeing
+ 401(k) Plan with a 100% match on 3% to 9% of pay (based on years of service)
+ Employee Stock Purchase Plan with 10% off HCA Healthcare stock
+ Family support through fertility and family building benefits with Progyny and adoption assistance.
+ Referral services for child, elder and pet care, home and auto repair, event planning and more
+ Consumer discounts through Abenity and Consumer Discounts
+ Retirement readiness, rollover assistance services and preferred banking partnerships
+ Education assistance (tuition, student loan, certification support, dependent scholarships)
+ Colleague recognition program
+ Time Away From Work Program (paid time off, paid family leave, long- and short-term disability coverage and leaves of absence)
+ Employee Health Assistance Fund that offers free employee-only coverage to full-time and part-time colleagues based on income.
Learn more about Employee Benefits ( Eligibility for benefits may vary by location._**
You contribute to our success. Every role has an impact on our patients' lives and you have the opportunity to make a difference. We are looking for a dedicated Director Transfer Center Division Service Line like you to be a part of our team.
**Job Summary and Qualifications**
The Director of Transfer Center serves as the primary point of contact and division based strategic leader of the transfer initiative with reporting structure to the AVP of Transfer Center and heavy alignment with the Division Chief Financial Officer. All efforts are collaborated with the AVP to ensure alignment with the transfer center operation for optimal synergy. This position is responsible for driving the transfer center strategy across the division through collaboration with division and hospital leaders, physicians, and key service line stakeholders. In collaboration with the AVP of Transfer Center, establishes a division focused strategy for movement and placement of patients into and out of HCA from a multitude of access points through processes that enable volume growth and competitive advantage. In alignment with the Enterprise transfer center strategy, acts as the liaison with referring facilities/vendors to facilitate clinical quality enhancements and process improvements for the betterment of patient care. Acts as a strategic growth partner to division and facility leadership demonstrating strong sense of ownership of all improvement efforts related to transfer/transport/placement of patients. Provides leadership in determining and accessing needed data and ensures ongoing reporting of identified metrics. Facilitates the resolution of issues and roadblocks to the progress of the initiative. Establishes and executes regular systems for communicating the progress and results to stakeholders.
Job Responsibilities:
+ In collaboration with the AVP of Transfer Center for their assigned division, drives all aspects of the transfer center initiative as the strategic leader developing, implementing, and tracking progress on key growth strategies into HCA through the Transfer Center
+ Works with facility executive teams, medical and nursing leadership, and the Physician and Provider Relations team to promote volume growth and competitive advantage through development of differentiating strategies
+ Through knowledge of the market, competitive landscape, and use of transfer center analytics; identifies and communicates potential business opportunities to division and hospital leaders for further growth
+ Analyzes all aspects of transfer and patient intake processes for potential improvement opportunities within both Transfer Center operations and hospital operations. This includes centralized patient placement and other transfer center functions in select centers. Relays these to Regional VP or Division AVP of Transfer Center and through collaboration, designs with facility leadership, processes, systems, procedures, and operational changes to increase efficiency and effectiveness for all parties
+ Works with division and hospital management, departmental and interdepartmental staff and physicians in identifying any issues or barriers to optimal patient care and growth. Works through these in alignment with leadership and Transfer Center leadership
+ Stays up-to-date on EMTALA policies and works with the hospitals to align the Transfer Center as a safety net for our facilities with all aspects of EMTALA compliance
+ Collaborates with division emergency preparedness and supports the AVP of Transfer Center for any needed patient evacuation efforts in the event of emergent circumstances across the division or Enterprise
+ Works in partnership with Division CFO and Management Engineers on the use of process improvement tools and techniques, analytical techniques, and statistical applications. Serves as the division coordinator/facilitator of transfer/transport center initiatives including centralized patient placement and other transfer center functions in select centers. Assures that improvement processes are relayed, implemented, audited in collaboration with the AVP of Transfer Center
+ Presents Transfer Center strategic materials and initiative updates at Corporate, division, and key stakeholder meetings; including to key physician groups, hospital leadership teams, and other parties as needed
+ Serves as the liaison/facilitator of communication with any vendors providing transfer/transport services regarding vision, specific goals and objectives for initiatives and guides the efforts of the vendor team toward these goals
+ Leads the development of local transfer center strategic plans and new programs/services
+ Identifies physician engagement needs and promotes physician involvement at multiple levels in collaboration with hospital leadership and physician and provider relations
+ Identifies and develops recommendations for capacity management and patient throughput as pertains to the intake of transfers or other patient movement into our hospitals
+ Provides recommendations regarding marketing plans, promotional strategies and strategic partnerships/affiliations
+ Practice and adhere to the "Code of Conduct" philosophy and "Mission and Value Statement"
+ All other duties as assigned
Knowledge, Skills & Abilities:
+ Demonstrated leadership in driving a large scale initiative across multiple key stakeholders; including development and implementation of the strategic direction
+ Proven leadership competency in driving alignment with customer needs and expectations, financial outcomes, strategic vision and execution, marketing initiatives, and continuous improvement skills
+ Must have a proven track record of success in creating and executing on strategic growth strategies
+ Knowledge of relevant metrics used to measure quality and efficiency of care and services in transfer/transport center operations
+ Knowledge of governmental regulations, nursing practice regulations, EMTALA and compliance requirements related to the provision of transfer/transport services.
+ Participative leadership style and an ability to work in and leverage a matrix environment
+ Excellent interpersonal skills with an ability to work effectively with diverse groups of people, including but not limited to Corporate/Division leadership, transfer leadership, staff from information technology and clinical backgrounds, physicians, and external vendors
+ Must be independent, driven, self-motivated, and passionate with an exceptional work ethic, executive presence, integrity and presentation skills, both oral and written
+ Ability to work well under pressure on concurrent, multidisciplinary projects
+ Excellent attention to detail and creative problem solving abilities
+ Expert knowledge of various external market forces affecting transfer centers
+ Ability to establish credibility and be decisive
+ High level of strategic acumen, with strong analytical skills and ability to solve problems in a timely basis
+ Proven ability to influence change without direct reporting authority
Education:
+ Graduate of an accredited undergraduate program required; Bachelor's degree preferred
+ Master's degree in healthcare or business related field preferred
Experience:
+ Minimum seven years' experience in healthcare strategy, sales, marketing, or clinical operations
+ Must have held leadership positions (reflecting increasing levels of responsibility) in roles where building and leveraging key relationships was a responsibility as well as driving a strategic initiative
HCA Healthcare (Corporate) ( , based in Nashville, Tennessee, supports a variety of corporate roles from business operations to administrative positions. Like our colleagues in any HCA Healthcare hospital, our corporate campus employees enjoy unparalleled **resources and opportunities** to reach their potential as healthcare leaders and innovators. From market rate compensation to continuing education and **career advancement opportunities** , every person has a solid foundation for success. Nashville is also home to our **Executive Development Program** , where exceptional employees are groomed to take on CNO- and COO-level roles in our hospitals. This selective program focuses on ethics, leadership and the financial and clinical knowledge required of professionals at this level of the industry.
HCA Healthcare has been recognized as one of the World's Most Ethical Companies® by the Ethisphere Institute more than ten times. In recent years, HCA Healthcare spent an estimated $ .7 billion in cost for the delivery of charitable care, uninsured discounts, and other uncompensated expenses.
"Good people beget good people."- Dr. Thomas Frist, Sr.
HCA Healthcare Co-Founder
We are a family 270,000 dedicated professionals! Our Talent Acquisition team is reviewing applications for our Director Transfer Center Division Service Line opening. Qualified candidates will be contacted for interviews. **Submit your resume today to join our community of caring!**
We are an equal opportunity employer. We do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.
Account Transfer Associate (Service Team) | St. Petersburg, FL (11am-8pm EST) or Memphis, TN (10a...

Posted 1 day ago
Job Viewed
Job Description
The Account Transfer Associate is responsible for facilitating the external transfer of client assets by leveraging skills acquired through experience and ongoing training. This role includes researching and resolving complex issues, monitoring workflow for efficiency, and maintaining accurate departmental metrics. The associate also provides standard client support services by assisting internal associates and/or Financial Advisors in addressing and resolving escalated inquiries. They regularly engage with internal customers, recommending solutions to moderately complex problems and ensuring a high standard of professionalism and service. This position requires strong analytical capabilities, exceptional communication skills, and a client-first mindset when delivering operational support across teams.
**Job Description**
This position follows our hybrid-friendly schedule, so you get the best of both worlds - flexibility and collaboration. In office days will be 3 per week averaging 12 days per month in our Memphis, TN Corporate Office.
Schedule: St. Petersburg, FL: 11am-8pm EST ; Memphis, TN: 10am-7pm CST
Schedule during training: 8am-5pm EST/CST
Onsite Training Requirement: First 30 days required to be onsite Monday-Thursday.
**Responsibilities:**
+ Reviews and approve client requests to transfer accounts to and from contra firms.
+ Screens incoming or outgoing client requests and verifies all necessary legal documentation that accompanies the client signed documents.
+ Scrutinizes information contained in all types of transfer forms and letters of authorization.
+ Assist with various requests for information, referring more complex matters to colleagues.
+ Answer the telephone and assist callers or those making varied inquiries by email or mail with any basic requests for information, directing more complex matters to colleagues, as necessary.
+ Carry out standard customer service activities and handle simple customer inquiries.
+ Conduct data entry into company systems, and review and verify the information to ensure accuracy and accessibility.
+ Enter data into standard branch systems, reviewing and verifying it for accuracy. This includes handling and documenting counter transactions.
+ Maintain files and records.
+ Organize own work schedule each day in line with changing priorities.
+ Follow a range of mandatory procedures to ensure that work is carried out to the required quality standards and/or to ensure adherence to external regulatory codes and internal codes of conduct.
+ Develop and maintain excellent procedural or technical skills by participating in assessment and development planning activities as well as formal and informal training and coaching.
**Knowledge of:**
+ Each type of security held by the firm and an understanding of the similarities and differences of each security, especially in terms of their complexities.
+ Various industry rules and regulations that must be followed when transferring accounts.
+ Other Home Office Operations departments.
+ Various required legal documentation needed to process requests.
**Skills:**
+ Uses clear and effective verbal communications skills under supervision to express ideas, request actions and formulate plans or policies.
+ Supports business processes under supervision by applying an understanding and effective use of standard office equipment and standard software packages.
+ Works under supervision to develop appropriate plans or perform necessary actions based on recommendations and requirements.
+ Works to make every customer interaction positive by leaving the customer feeling understood, appreciated, and confident in the organization's ability. Typically works under close supervision.
+ Works to navigate customer conversations by leveraging the four parts of a service conversation: open, learn, reply, and close. Typically works under close supervision.
+ Works under supervision to plan, organize, prioritize and oversee activities to efficiently meet business objectives.
+ Works under supervision to develop, monitor, interpret and understand policies and procedures, while making sure they match organizational strategies and objectives.
+ Works to connect with customers to strengthen the relationship, meeting personal needs through positive customer experiences. Typically works under close supervision.
+ Works under supervision to analyze data from multiple sources to draw appropriate conclusions and make suitable recommendations.
+ Receives, monitors and deals with allocated customers at an elementary level, working under supervision.
+ Applies understanding of the business environment and objectives to develop solutions under supervision.
+ Works under supervision to meet high customer service standards.
+ Works under to understand and effectively operate all customer management systems.
+ Works under supervision to perform data analysis for use in reports to help guide decision making.
+ Works under supervision to select, deploy and get the best results from the most appropriate office system.
**Education**
High School (HS) (Required)
**Work Experience**
General Experience - 4 to 6 months
**Certifications**
**Travel**
Less than 25%
**Workstyle**
Hybrid
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James - as part of our people-first culture, we honor, value, and respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic selves, our organization, clients, and communities thrive. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
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